IFP Advisors’s Adtran ADTN Stock Holding History

IFP 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	$2.53K	Buy	201 +198	+6,600%	+$2.01K	﹤0.01%	3866
2025 Q4	$26	Hold	3	–	–	﹤0.01%	4774
2025 Q3	$28	Buy	+3	New	+$28	﹤0.01%	4725
2025 Q2	–	Sell	-2	Closed	-$16	–	3622
2025 Q1	$17	Hold	2	–	–	﹤0.01%	4182
2024 Q4	$17	Buy	+2	New	+$15	﹤0.01%	4474
2021 Q3	–	Hold	0	–	–	–	3379
2021 Q2	–	Hold	0	–	–	–	3066
2021 Q1	–	Hold	0	–	–	–	3011
2020 Q4	–	Hold	0	–	–	–	2936
2020 Q3	–	Hold	0	–	–	–	2842
2020 Q2	–	Hold	0	–	–	–	2738
2020 Q1	–	Hold	0	–	–	–	2762
2019 Q4	–	Hold	0	–	–	–	2830
2019 Q3	–	Hold	0	–	–	–	3072
2018 Q4	–	Sell	-73	Closed	-$1K	–	3499
2018 Q3	$1K	Hold	73	–	–	﹤0.01%	3638
2018 Q2	$1K	Buy	+73	New	+$1.09K	﹤0.01%	3684

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