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Harvest Investment Services’s Adtran ADTN Stock Holding History

Harvest Investment Services’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 		$383K Buy
27,570
+12,589
+84% +$196K 0.06% 271
2026
Q1 		$188K Sell
14,981
-77
-0.5% -$780 0.03% 337
2025
Q4 		$131K Sell
15,058
-289
-2% -$2.51K 0.02% 321
2025
Q3 		$144K Sell
15,347
-1,388
-8% -$12.9K 0.03% 315
2025
Q2 		$150K Sell
16,735
-572
-3% -$4.56K 0.03% 311
2025
Q1 		$151K Buy
+17,307
New +$174K 0.04% 268
2022
Q2 		– Sell
-12,462
Closed -$229K – 146
2022
Q1 		$229K Sell
12,462
-110
-0.9% -$2.18K 0.14% 162
2021
Q4 		$287K Sell
12,572
-1,311
-9% -$26.5K 0.12% 202
2021
Q3 		$260K Buy
+13,883
New +$292K 0.11% 234

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 $3.38T AUM 44.17% 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

Harvest Investment Services's ADTN Position: Q2 2026 in Review

Harvest Investment Services increased its Adtran (ADTN) stake by 84% in Q2 2026, buying an estimated $196K and bringing the position to 27,570 shares worth $383K. The position accounts for 0.06% of the portfolio, ranked #271.

Harvest Investment Services first reported a position in ADTN in Q3 2021 and has held it in 9 quarters since. 250 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

  • Harvest Investment Services held 27,570 shares of Adtran worth $383K as of Q2 2026.
  • Harvest Investment Services bought 12,589 Adtran shares in Q2 2026, an estimated $196K.
  • Adtran made up 0.06% of Harvest Investment Services's portfolio in Q2 2026, its #271 holding.
  • Harvest Investment Services first reported a position in Adtran in Q3 2021 and has held it in 9 quarters since.
  • 250 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.