PWMG
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Private Wealth Management Group’s Adtran ADTN Stock Holding History

Private Wealth Management 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
Q1 		$1.11K Hold
88
– – ﹤0.01% 1231
2025
Q4 		$765 Sell
88
-20
-19% -$174 ﹤0.01% 1318
2025
Q3 		$1.01K Hold
108
– – ﹤0.01% 1278
2025
Q2 		$969 Hold
108
– – ﹤0.01% 1289
2025
Q1 		$942 Hold
108
– – ﹤0.01% 1281
2024
Q4 		$900 Hold
108
– – ﹤0.01% 1324
2024
Q3 		$641 Hold
108
– – ﹤0.01% 1385
2024
Q2 		$569 Buy
108
+25
+30% +$127 ﹤0.01% 1413
2024
Q1 		$452 Sell
83
-60
-42% -$383 ﹤0.01% 1461
2023
Q4 		$1.05K Buy
+143
New +$942 ﹤0.01% 1249

Other funds holding ADTN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return