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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 $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