EWA
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EverSource Wealth Advisors’s Adtran ADTN Stock Holding History

EverSource Wealth Advisors’s Portfolio ADTN Stock Details ADTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.4K Buy
604
+138
+30% +$2.15K ﹤0.01% 3003
2026
Q1 		$5.86K Buy
466
+266
+133% +$2.7K ﹤0.01% 3191
2025
Q4 		$1.74K Sell
200
-352
-64% -$3.06K ﹤0.01% 3542
2025
Q3 		$5.18K Buy
552
+45
+9% +$419 ﹤0.01% 3136
2025
Q2 		$4.55K Buy
507
+158
+45% +$1.26K ﹤0.01% 3198
2025
Q1 		$3.04K Buy
349
+312
+843% +$3.14K ﹤0.01% 2725
2024
Q4 		$308 Buy
+37
New +$273 ﹤0.01% 3340
2024
Q2 		– Sell
-543
Closed -$2.38K – 3062
2024
Q1 		$2.38K Buy
+543
New +$3.46K ﹤0.01% 2323
2023
Q2 		– Sell
-118
Closed -$1.87K – 2492
2023
Q1 		$1.87K Sell
118
-244
-67% -$4.23K ﹤0.01% 1950
2022
Q4 		$6.79K Sell
362
-118
-25% -$2.37K ﹤0.01% 1482
2022
Q3 		$9K Buy
480
+118
+33% +$2.57K ﹤0.01% 1148
2022
Q2 		$6K Hold
362
– – ﹤0.01% 1176
2022
Q1 		$6K Hold
362
– – ﹤0.01% 1161
2021
Q4 		$9K Buy
+362
New +$7.32K ﹤0.01% 985

Other funds holding ADTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EverSource Wealth Advisors's ADTN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Adtran (ADTN) stake by 30% in Q2 2026, buying an estimated $2.15K and bringing the position to 604 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3003.

EverSource Wealth Advisors first reported a position in ADTN in Q4 2021 and has held it in 14 quarters since. The position peaked at $9K in Q3 2022. 249 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

  • EverSource Wealth Advisors held 604 shares of Adtran worth $8.4K as of Q2 2026.
  • EverSource Wealth Advisors bought 138 Adtran shares in Q2 2026, an estimated $2.15K.
  • Adtran made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3003 holding.
  • EverSource Wealth Advisors first reported a position in Adtran in Q4 2021 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Adtran position peaked at $9K in Q3 2022.
  • 249 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.