RIL
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Rothschild Investment LLC’s Adtran ADTN Stock Holding History

Rothschild Investment LLC’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 		$9.85K Buy
783
+573
+273% +$5.81K ﹤0.01% 1693
2025
Q4 		$1.82K Buy
210
+5
+2% +$43 ﹤0.01% 2426
2025
Q3 		$1.92K Sell
205
-55
-21% -$512 ﹤0.01% 2253
2025
Q2 		$2.33K Buy
260
+5
+2% +$40 ﹤0.01% 1968
2025
Q1 		$2.22K Buy
255
+55
+28% +$554 ﹤0.01% 1828
2024
Q4 		$1.67K Buy
200
+20
+11% +$148 ﹤0.01% 1919
2024
Q3 		$1.07K Buy
180
+95
+112% +$529 ﹤0.01% 2124
2024
Q2 		$447 Buy
+85
New +$433 ﹤0.01% 2091
2023
Q3 		– Sell
-42,000
Closed -$442K – 480
2023
Q2 		$442K Buy
+42,000
New +$417K 0.04% 320

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VPM
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VCM
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RA
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DnB Asset Management
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State Street
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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