Financial Engines Advisors
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Financial Engines Advisors’s Adtran ADTN Stock Holding History

Financial Engines 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 		– Sell
-14,518
Closed -$183K – 553
2026
Q1 		$183K Buy
+14,518
New +$147K ﹤0.01% 522
2025
Q4 		– Sell
-12,200
Closed -$114K – 540
2025
Q3 		$114K Hold
12,200
– – ﹤0.01% 533
2025
Q2 		$109K Hold
12,200
– – ﹤0.01% 512
2025
Q1 		$106K Buy
+12,200
New +$123K ﹤0.01% 425
2024
Q4 		– Sell
-12,097
Closed -$71.7K – 443
2024
Q3 		$71.7K Buy
+12,097
New +$67.3K ﹤0.01% 376

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

Financial Engines Advisors's ADTN Position: Q2 2026 in Review

Financial Engines Advisors sold out of Adtran (ADTN) in Q2 2026, closing a stake of 14,518 shares — an estimated $183K sold.

Financial Engines Advisors first reported a position in ADTN in Q3 2024 and held it in 5 quarters. The position peaked at $183K in Q1 2026. 249 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

  • Financial Engines Advisors reported no remaining Adtran position as of Q2 2026 after selling out during the quarter.
  • Financial Engines Advisors sold 14,518 Adtran shares in Q2 2026, an estimated $183K.
  • Financial Engines Advisors first reported a position in Adtran in Q3 2024 and held it in 5 quarters.
  • Financial Engines Advisors's Adtran position peaked at $183K in Q1 2026.
  • 249 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.