Lido Advisors
ADTN icon

Lido Advisors’s Adtran ADTN Stock Holding History

Lido 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 		$1.63M Buy
129,330
+38,552
+42% +$391K 0.01% 769
2025
Q4 		$851K Hold
90,778
– – ﹤0.01% 1078
2025
Q3 		$852K Buy
90,778
+46
+0.1% +$429 ﹤0.01% 1020
2025
Q2 		$814K Sell
90,732
-78
-0.1% -$622 ﹤0.01% 922
2025
Q1 		$792K Sell
90,810
-1
-0% -$10 ﹤0.01% 869
2024
Q4 		$756K Buy
90,811
+1
+0% +$7 ﹤0.01% 866
2024
Q3 		$539K Hold
90,810
– – ﹤0.01% 932
2024
Q2 		$478K Buy
90,810
+279
+0.3% +$1.42K ﹤0.01% 945
2024
Q1 		$492K Buy
+90,531
New +$577K ﹤0.01% 911
2023
Q1 		– Sell
-18,852
Closed -$354K – 1146
2022
Q4 		$354K Buy
18,852
+1,812
+11% +$36.4K 0.01% 744
2022
Q3 		$333K Buy
+17,040
New +$372K 0.01% 714

Other funds holding ADTN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
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
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
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