N.E.W. Advisory Services’s Adtran ADTN Stock Holding History

N.E.W. Advisory 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	$1.39K	Hold	100	–	–	﹤0.01%	886
2026 Q1	$1.26K	Sell	100 -10	-9%	-$101	﹤0.01%	860
2025 Q4	$956	Buy	+110	New	+$955	﹤0.01%	856

Other funds holding ADTN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

N.E.W. Advisory Services's ADTN Position: Q2 2026 in Review

N.E.W. Advisory Services held its Adtran (ADTN) position steady in Q2 2026 at 100 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

N.E.W. Advisory Services first reported a position in ADTN in Q4 2025 and has held it in 3 quarters since. 249 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

N.E.W. Advisory Services held 100 shares of Adtran worth $1.39K as of Q2 2026.
N.E.W. Advisory Services left its Adtran share count unchanged in Q2 2026.
Adtran made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #886 holding.
N.E.W. Advisory Services first reported a position in Adtran in Q4 2025 and has held it in 3 quarters since.
249 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.