Twin Peaks Wealth Advisors’s Adtran ADTN Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-60	Closed	-$755	–	265
2026 Q1	$755	Buy	+60	New	+$608	﹤0.01%	1961
2025 Q3	–	Sell	-60	Closed	-$546	–	199
2025 Q2	$546	Buy	+60	New	+$479	﹤0.01%	1897

Other funds holding ADTN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Twin Peaks Wealth Advisors's ADTN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Adtran (ADTN) in Q2 2026, closing a stake of 60 shares — an estimated $755 sold.

Twin Peaks Wealth Advisors first reported a position in ADTN in Q2 2025 and held it in 2 quarters. The position peaked at $755 in Q1 2026. 249 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Adtran position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 60 Adtran shares in Q2 2026, an estimated $755.
Twin Peaks Wealth Advisors first reported a position in Adtran in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Adtran position peaked at $755 in Q1 2026.
249 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.