Skip to main content
Equibles

Creative Planning

Position in ADTN — ADTRAN Holdings, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to ADTN Full portfolio

Position in ADTN

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,356,055
+$267,659 QoQ
Shares Held
97,558
+12.8% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 249 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in ADTN Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Jun 30, 2026

Creative Planning holds $398,921,076 across 22 Communication Equipment names. ADTN ranks #17 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CSCO
Cisco Systems, Inc.
 2,019,639 $237,226,796
2 HPE
Hewlett Packard Enterprise Co
 580,175 $26,171,693
3 CIEN
Ciena Corp
 52,494 $25,751,456
4 LITE
Lumentum Holdings Inc.
 28,100 $24,111,485
5 MSI
Motorola Solutions, Inc.
 44,461 $18,464,207
6 VIAV
Viavi Solutions Inc.
 297,223 $14,192,397
7 NOK
Nokia Corp
 848,614 $11,269,593
8 VSAT
Viasat Inc
 76,485 $6,869,117

All Filings in ADTN

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,356,055 97,558
2026-03-31 $1,088,396 86,518
2025-12-31 $529,629 60,947
2025-09-30 $624,453 66,573
2025-06-30 $572,051 63,774
2025-03-31 $526,252 60,350
2024-12-31 $498,441 59,837
2024-09-30 $324,370 54,700
2024-06-30 $290,171 55,166
2024-03-31 $117,601 21,618
2023-12-31 $179,059 24,395
2023-09-30 $113,285 13,765
2023-06-30 $163,752 15,551