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Caldwell Trust’s Ciena CIEN Stock Holding History

Caldwell Trust’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 		$88.3K Buy
+180
New +$91.8K 0.01% 428

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

Caldwell Trust's CIEN Position: Q2 2026 in Review

Caldwell Trust opened a new position in Ciena (CIEN) in Q2 2026: 180 shares worth $88.3K. The stake represents 0.01% of the portfolio and ranks #428 among its holdings.

1,219 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Caldwell Trust held 180 shares of Ciena worth $88.3K as of Q2 2026.
  • Ciena was a new Caldwell Trust position in Q2 2026.
  • Ciena made up 0.01% of Caldwell Trust's portfolio in Q2 2026, its #428 holding.
  • 1,219 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.