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Integrated Wealth Concepts’s Adtran ADTN Stock Holding History

Integrated Wealth Concepts’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 		$26.7K Buy
+1,918
New +$29.9K ﹤0.01% 3859

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

Integrated Wealth Concepts's ADTN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Adtran (ADTN) in Q2 2026: 1,918 shares worth $26.7K. The stake represents ﹤0.01% of the portfolio and ranks #3859 among its holdings.

249 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

  • Integrated Wealth Concepts held 1,918 shares of Adtran worth $26.7K as of Q2 2026.
  • Adtran was a new Integrated Wealth Concepts position in Q2 2026.
  • Adtran made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3859 holding.
  • 249 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.