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Global Retirement Partners’s Adtran ADTN Stock Holding History

Global Retirement Partners’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
2025
Q4 		$2.28K Hold
262
– – ﹤0.01% 3684
2025
Q3 		$2.46K Hold
262
– – ﹤0.01% 3245
2025
Q2 		$2.35K Buy
+262
New +$2.09K ﹤0.01% 3187
2023
Q1 		– Sell
-33
Closed -$620 – 3190
2022
Q4 		$620 Hold
33
– – ﹤0.01% 2709
2022
Q3 		$1K Hold
33
– – ﹤0.01% 2363
2022
Q2 		$1K Hold
33
– – ﹤0.01% 2328
2022
Q1 		$1K Buy
+33
New +$654 ﹤0.01% 2295

Other funds holding ADTN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

Global Retirement Partners's ADTN Position: Q4 2025 in Review

Global Retirement Partners held its Adtran (ADTN) position steady in Q4 2025 at 262 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3684.

Global Retirement Partners first reported a position in ADTN in Q1 2022 and has held it in 7 quarters since. The position peaked at $2.46K in Q3 2025. 213 funds tracked by Wall St. Rank hold ADTN as of Q4 2025.

  • Global Retirement Partners held 262 shares of Adtran worth $2.28K as of Q4 2025.
  • Global Retirement Partners left its Adtran share count unchanged in Q4 2025.
  • Adtran made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3684 holding.
  • Global Retirement Partners first reported a position in Adtran in Q1 2022 and has held it in 7 quarters since.
  • Global Retirement Partners's Adtran position peaked at $2.46K in Q3 2025.
  • 213 funds tracked by Wall St. Rank held Adtran as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.