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Physician Wealth Advisors’s Adtran ADTN Stock Holding History

Physician Wealth Advisors’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 		$404 Buy
+29
New +$452 ﹤0.01% 2223
2025
Q2 		– Sell
-123
Closed -$1.07K – 1804
2025
Q1 		$1.07K Buy
+123
New +$1.24K ﹤0.01% 1010

Other funds holding ADTN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Physician Wealth Advisors's ADTN Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Adtran (ADTN) in Q2 2026: 29 shares worth $404. The stake represents ﹤0.01% of the portfolio and ranks #2223 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in ADTN as recently as Q1 2025.

Physician Wealth Advisors first reported a position in ADTN in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.07K in Q1 2025. 33 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

  • Physician Wealth Advisors held 29 shares of Adtran worth $404 as of Q2 2026.
  • Adtran was a new Physician Wealth Advisors position in Q2 2026.
  • Adtran made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2223 holding.
  • Physician Wealth Advisors first reported a position in Adtran in Q1 2025 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Adtran position peaked at $1.07K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.