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
Q2 		$1.52M Buy
109,674
+42,039
+62% +$656K ﹤0.01% 852
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 $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

Massachusetts Financial Services's ADTN Position: Q2 2026 in Review

Massachusetts Financial Services increased its Adtran (ADTN) stake by 62% in Q2 2026, buying an estimated $656K and bringing the position to 109,674 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Massachusetts Financial Services first reported a position in ADTN in Q1 2024 and has held it in 10 quarters since. 249 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

  • Massachusetts Financial Services held 109,674 shares of Adtran worth $1.52M as of Q2 2026.
  • Massachusetts Financial Services bought 42,039 Adtran shares in Q2 2026, an estimated $656K.
  • Adtran made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #852 holding.
  • Massachusetts Financial Services first reported a position in Adtran in Q1 2024 and has held it in 10 quarters since.
  • 249 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.