Koesten Hirschmann & Crabtree’s Adtran ADTN Stock Holding History

Koesten Hirschmann & Crabtree’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	$1.18M	Hold	84,854	–	–	0.49%	17
2026 Q1	$1.07M	Buy	84,854 +14,406	+20%	+$146K	0.52%	15
2025 Q4	$612K	Hold	70,448	–	–	0.3%	20
2025 Q3	$661K	Hold	70,448	–	–	0.32%	19
2025 Q2	$632K	Hold	70,448	–	–	0.33%	19
2025 Q1	$614K	Buy	70,448 +16,349	+30%	+$165K	0.35%	18
2024 Q4	$451K	Hold	54,099	–	–	0.26%	23
2024 Q3	$321K	Hold	54,099	–	–	0.19%	26
2024 Q2	$294K	Hold	54,099	–	–	0.19%	26
2024 Q1	$294K	Buy	54,099 +6,587	+14%	+$42K	0.19%	26
2023 Q4	$349K	Hold	47,512	–	–	0.24%	21
2023 Q3	$391K	Hold	47,512	–	–	0.31%	19
2023 Q2	$500K	Hold	47,512	–	–	0.38%	18
2023 Q1	$754K	Buy	47,512 +4,012	+9%	+$69.6K	0.58%	17
2022 Q4	$817K	Buy	+43,500	New	+$874K	0.67%	16

Other funds holding ADTN

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Koesten Hirschmann & Crabtree's ADTN Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree held its Adtran (ADTN) position steady in Q2 2026 at 84,854 shares worth $1.18M. The position accounts for 0.49% of the portfolio, ranked #17.

Koesten Hirschmann & Crabtree first reported a position in ADTN in Q4 2022 and has held it in 15 quarters since. 23 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

Koesten Hirschmann & Crabtree held 84,854 shares of Adtran worth $1.18M as of Q2 2026.
Koesten Hirschmann & Crabtree left its Adtran share count unchanged in Q2 2026.
Adtran made up 0.49% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #17 holding.
Koesten Hirschmann & Crabtree first reported a position in Adtran in Q4 2022 and has held it in 15 quarters since.
23 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.