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
Q2 		$1.8M Buy
129,355
+25
+0% +$390 ﹤0.01% 841
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 $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

Lido Advisors's ADTN Position: Q2 2026 in Review

Lido Advisors increased its Adtran (ADTN) stake by 0.02% in Q2 2026, buying an estimated $390 and bringing the position to 129,355 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Lido Advisors first reported a position in ADTN in Q3 2022 and has held it in 12 quarters since. 249 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

  • Lido Advisors held 129,355 shares of Adtran worth $1.8M as of Q2 2026.
  • Lido Advisors bought 25 Adtran shares in Q2 2026, an estimated $390.
  • Adtran made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #841 holding.
  • Lido Advisors first reported a position in Adtran in Q3 2022 and has held it in 12 quarters since.
  • 249 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.