Harbor Asset Planning’s Adtran ADTN Stock Holding History

Harbor Asset Planning’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	–	Sell	-290	Closed	-$2.52K	–	421
2025 Q4	$2.52K	Hold	290	–	–	﹤0.01%	407
2025 Q3	$2.72K	Hold	290	–	–	﹤0.01%	380
2025 Q2	$2.6K	Buy	+290	New	+$2.31K	﹤0.01%	380

Other funds holding ADTN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harbor Asset Planning's ADTN Position: Q1 2026 in Review

Harbor Asset Planning sold out of Adtran (ADTN) in Q1 2026, closing a stake of 290 shares — an estimated $2.52K sold.

Harbor Asset Planning first reported a position in ADTN in Q2 2025 and held it in 3 quarters. The position peaked at $2.72K in Q3 2025. 228 funds tracked by Wall St. Rank hold ADTN as of Q1 2026.

Harbor Asset Planning reported no remaining Adtran position as of Q1 2026 after selling out during the quarter.
Harbor Asset Planning sold 290 Adtran shares in Q1 2026, an estimated $2.52K.
Harbor Asset Planning first reported a position in Adtran in Q2 2025 and held it in 3 quarters.
Harbor Asset Planning's Adtran position peaked at $2.72K in Q3 2025.
228 funds tracked by Wall St. Rank held Adtran as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.