SPIA
ADTN icon

Steward Partners Investment Advisory’s Adtran ADTN Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-164
Closed -$1.43K – 4418
2025
Q4 		$1.43K Sell
164
-46
-22% -$399 ﹤0.01% 4026
2025
Q3 		$1.97K Sell
210
-738
-78% -$6.88K ﹤0.01% 3929
2025
Q2 		$8.5K Sell
948
-400
-30% -$3.19K ﹤0.01% 3286
2025
Q1 		$11.8K Buy
+1,348
New +$13.6K ﹤0.01% 3018
2024
Q4 		– Sell
-600
Closed -$3.56K – 3968
2024
Q3 		$3.56K Hold
600
– – ﹤0.01% 3288
2024
Q2 		$3.16K Hold
600
– – ﹤0.01% 3175
2024
Q1 		$3.26K Buy
+600
New +$3.83K ﹤0.01% 3167

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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's ADTN Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Adtran (ADTN) in Q1 2026, closing a stake of 164 shares — an estimated $1.43K sold.

Steward Partners Investment Advisory first reported a position in ADTN in Q1 2024 and held it in 7 quarters. The position peaked at $11.8K in Q1 2025. 228 funds tracked by Wall St. Rank hold ADTN as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Adtran position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 164 Adtran shares in Q1 2026, an estimated $1.43K.
  • Steward Partners Investment Advisory first reported a position in Adtran in Q1 2024 and held it in 7 quarters.
  • Steward Partners Investment Advisory's Adtran position peaked at $11.8K in Q1 2025.
  • 228 funds tracked by Wall St. Rank held Adtran as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.