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Pinnacle Wealth Planning Services’s Adtran ADTN Stock Holding History

Pinnacle Wealth Planning 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 		$1.76K Buy
+127
New +$1.98K ﹤0.01% 2496
2021
Q1 		– Sell
-291
Closed -$4K – 366
2020
Q4 		$4K Buy
+291
New +$3.69K ﹤0.01% 1704

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

Pinnacle Wealth Planning Services's ADTN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Adtran (ADTN) in Q2 2026: 127 shares worth $1.76K. The stake represents ﹤0.01% of the portfolio and ranks #2496 among its holdings. This is a return to the name: Pinnacle Wealth Planning Services previously reported a position in ADTN as recently as Q4 2020.

Pinnacle Wealth Planning Services first reported a position in ADTN in Q4 2020 and has held it in 2 quarters since. The position peaked at $4K in Q4 2020. 250 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 127 shares of Adtran worth $1.76K as of Q2 2026.
  • Adtran was a new Pinnacle Wealth Planning Services position in Q2 2026.
  • Adtran made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2496 holding.
  • Pinnacle Wealth Planning Services first reported a position in Adtran in Q4 2020 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Adtran position peaked at $4K in Q4 2020.
  • 250 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.