SAM
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Smartleaf Asset Management’s Adtran ADTN Stock Holding History

Smartleaf Asset Management’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 		$5.38K Sell
441
-323
-42% -$3.27K ﹤0.01% 2624
2025
Q4 		$6.76K Buy
764
+2
+0.3% +$17 ﹤0.01% 2574
2025
Q3 		$7.03K Buy
762
+398
+109% +$3.71K ﹤0.01% 2253
2025
Q2 		$3.23K Sell
364
-567
-61% -$4.52K ﹤0.01% 2185
2025
Q1 		$8.29K Sell
931
-701
-43% -$7.05K ﹤0.01% 2000
2024
Q4 		$13.5K Buy
1,632
+364
+29% +$2.69K ﹤0.01% 1866
2024
Q3 		$7.49K Buy
1,268
+284
+29% +$1.58K ﹤0.01% 1929
2024
Q2 		$4.91K Buy
+984
New +$5.01K ﹤0.01% 1815

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