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Root Financial Partners’s Adtran ADTN Stock Holding History

Root Financial Partners’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 		$3.47K Buy
+276
New +$2.8K ﹤0.01% 2087

Other funds holding ADTN

BlackRock
BlackRock New York $5.72T 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 $240B 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

Root Financial Partners's ADTN Position: Q1 2026 in Review

Root Financial Partners opened a new position in Adtran (ADTN) in Q1 2026: 276 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #2087 among its holdings.

227 funds tracked by Wall St. Rank hold ADTN as of Q1 2026.

  • Root Financial Partners held 276 shares of Adtran worth $3.47K as of Q1 2026.
  • Adtran was a new Root Financial Partners position in Q1 2026.
  • Adtran made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2087 holding.
  • 227 funds tracked by Wall St. Rank held Adtran as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.