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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
Q2 		$2.7K Hold
194
– – ﹤0.01% 1568
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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

True Wealth Design's ADTN Position: Q2 2026 in Review

True Wealth Design held its Adtran (ADTN) position steady in Q2 2026 at 194 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

True Wealth Design first reported a position in ADTN in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.44K in Q3 2025. 249 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

  • True Wealth Design held 194 shares of Adtran worth $2.7K as of Q2 2026.
  • True Wealth Design left its Adtran share count unchanged in Q2 2026.
  • Adtran made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1568 holding.
  • True Wealth Design first reported a position in Adtran in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Adtran position peaked at $5.44K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.