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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

DnB Asset Management

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return