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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
Q2 		$1.15K Sell
83
-5
-6% -$78 ﹤0.01% 1274
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 $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

Private Wealth Management Group's ADTN Position: Q2 2026 in Review

Private Wealth Management Group reduced its Adtran (ADTN) stake by 5.7% in Q2 2026, selling an estimated $78 and leaving 83 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Private Wealth Management Group first reported a position in ADTN in Q4 2023 and has held it in 11 quarters since. 249 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

  • Private Wealth Management Group held 83 shares of Adtran worth $1.15K as of Q2 2026.
  • Private Wealth Management Group sold 5 Adtran shares in Q2 2026, an estimated $78.
  • Adtran made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1274 holding.
  • Private Wealth Management Group first reported a position in Adtran in Q4 2023 and has held it in 11 quarters since.
  • 249 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.