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 Q2	–	Sell	-276	Closed	-$3.47K	–	454
2026 Q1	$3.47K	Buy	+276	New	+$2.8K	﹤0.01%	2087

Other funds holding ADTN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Root Financial Partners's ADTN Position: Q2 2026 in Review

Root Financial Partners sold out of Adtran (ADTN) in Q2 2026, closing a stake of 276 shares — an estimated $3.47K sold.

Root Financial Partners first reported a position in ADTN in Q1 2026 and held it in 1 quarter. The position peaked at $3.47K in Q1 2026. 249 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

Root Financial Partners reported no remaining Adtran position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 276 Adtran shares in Q2 2026, an estimated $3.47K.
Root Financial Partners first reported a position in Adtran in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Adtran position peaked at $3.47K in Q1 2026.
249 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.