Wealth Enhancement Advisory Services
ADTN icon

Wealth Enhancement Advisory Services’s Adtran ADTN Stock Holding History

Wealth Enhancement Advisory Services’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 		$256K Buy
19,025
+4,804
+34% +$75K ﹤0.01% 3353
2026
Q1 		$183K Buy
+14,221
New +$144K ﹤0.01% 3167

Other funds holding ADTN

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Wealth Enhancement Advisory Services's ADTN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Adtran (ADTN) stake by 34% in Q2 2026, buying an estimated $75K and bringing the position to 19,025 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #3353.

Wealth Enhancement Advisory Services first reported a position in ADTN in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold ADTN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 19,025 shares of Adtran worth $256K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,804 Adtran shares in Q2 2026, an estimated $75K.
  • Adtran made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3353 holding.
  • Wealth Enhancement Advisory Services first reported a position in Adtran in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Adtran as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.