Massachusetts Financial Services
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Massachusetts Financial Services’s Adtran ADTN Stock Holding History

Massachusetts Financial Services’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 		$851K Sell
67,635
-1,796
-3% -$18.2K ﹤0.01% 857
2025
Q4 		$603K Sell
69,431
-2,298
-3% -$19.9K ﹤0.01% 857
2025
Q3 		$673K Buy
71,729
+4,719
+7% +$44K ﹤0.01% 816
2025
Q2 		$601K Buy
67,010
+827
+1% +$6.6K ﹤0.01% 838
2025
Q1 		$577K Sell
66,183
-1,510
-2% -$15.2K ﹤0.01% 840
2024
Q4 		$564K Sell
67,693
-2,022
-3% -$14.9K ﹤0.01% 842
2024
Q3 		$413K Sell
69,715
-1,688
-2% -$9.4K ﹤0.01% 824
2024
Q2 		$376K Buy
71,403
+2,396
+3% +$12.2K ﹤0.01% 835
2024
Q1 		$375K Buy
+69,007
New +$440K ﹤0.01% 820

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