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Caerus Investment Advisors’s Ciena CIEN Stock Holding History

Caerus Investment Advisors’s Portfolio CIEN Stock Details CIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Sell
2,088
-270
-11% -$138K 0.34% 52
2026
Q1 		$915K Buy
2,358
+1
+0% +$306 0.38% 43
2025
Q4 		$551K Buy
2,357
+215
+10% +$41.7K 0.18% 126
2025
Q3 		$312K Buy
+2,142
New +$218K 0.13% 190

Other funds holding CIEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caerus Investment Advisors's CIEN Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Ciena (CIEN) stake by 11% in Q2 2026, selling an estimated $138K and leaving 2,088 shares worth $1.02M. The position accounts for 0.34% of the portfolio, ranked #52.

Caerus Investment Advisors first reported a position in CIEN in Q3 2025 and has held it in 4 quarters since. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Caerus Investment Advisors held 2,088 shares of Ciena worth $1.02M as of Q2 2026.
  • Caerus Investment Advisors sold 270 Ciena shares in Q2 2026, an estimated $138K.
  • Ciena made up 0.34% of Caerus Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Caerus Investment Advisors first reported a position in Ciena in Q3 2025 and has held it in 4 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.