TWD
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True Wealth Design’s Adtran ADTN Stock Holding History

True Wealth Design’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 		$2.44K Hold
194
– – ﹤0.01% 1461
2025
Q4 		$1.69K Sell
194
-386
-67% -$3.35K ﹤0.01% 1514
2025
Q3 		$5.44K Hold
580
– – ﹤0.01% 1053
2025
Q2 		$5.2K Buy
580
+440
+314% +$3.51K ﹤0.01% 787
2025
Q1 		$1.22K Buy
140
+28
+25% +$282 ﹤0.01% 1193
2024
Q4 		$933 Hold
112
– – ﹤0.01% 962
2024
Q3 		$665 Buy
+112
New +$623 ﹤0.01% 1047

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