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Optimist Retirement Group’s Adtran ADTN Stock Holding History

Optimist Retirement Group’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 		$495K Buy
+35,601
New +$555K 0.19% 78

Other funds holding ADTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Optimist Retirement Group's ADTN Position: Q2 2026 in Review

Optimist Retirement Group opened a new position in Adtran (ADTN) in Q2 2026: 35,601 shares worth $495K. The stake represents 0.19% of the portfolio and ranks #78 among its holdings.

128 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

  • Optimist Retirement Group held 35,601 shares of Adtran worth $495K as of Q2 2026.
  • Adtran was a new Optimist Retirement Group position in Q2 2026.
  • Adtran made up 0.19% of Optimist Retirement Group's portfolio in Q2 2026, its #78 holding.
  • 128 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.