LPL Financial
ADTN icon

LPL Financial’s Adtran ADTN Stock Holding History

LPL Financial’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 		$320K Buy
22,987
+10,265
+81% +$160K ﹤0.01% 5400
2026
Q1 		$160K Sell
12,722
-404
-3% -$4.09K ﹤0.01% 5568
2025
Q4 		$114K Sell
13,126
-900
-6% -$7.81K ﹤0.01% 5576
2025
Q3 		$132K Sell
14,026
-28,278
-67% -$263K ﹤0.01% 5447
2025
Q2 		$379K Buy
42,304
+25,000
+144% +$199K ﹤0.01% 4604
2025
Q1 		$151K Buy
+17,304
New +$174K ﹤0.01% 4941

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

LPL Financial's ADTN Position: Q2 2026 in Review

LPL Financial increased its Adtran (ADTN) stake by 81% in Q2 2026, buying an estimated $160K and bringing the position to 22,987 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #5400.

LPL Financial first reported a position in ADTN in Q1 2025 and has held it in 6 quarters since. The position peaked at $379K in Q2 2025. 249 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

  • LPL Financial held 22,987 shares of Adtran worth $320K as of Q2 2026.
  • LPL Financial bought 10,265 Adtran shares in Q2 2026, an estimated $160K.
  • Adtran made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5400 holding.
  • LPL Financial first reported a position in Adtran in Q1 2025 and has held it in 6 quarters since.
  • LPL Financial's Adtran position peaked at $379K in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.