Cape Investment Advisory’s Ciena CIEN Stock Holding History

Cape Investment Advisory’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	$6.87K	Buy	+14	New	+$7.14K	﹤0.01%	951
2026 Q1	–	Sell	-14	Closed	-$3.27K	–	381
2025 Q4	$3.27K	Buy	+14	New	+$2.72K	﹤0.01%	1008
2025 Q3	–	Sell	-14	Closed	-$1.14K	–	910
2025 Q2	$1.14K	Sell	14 -200	-93%	-$14.3K	﹤0.01%	1020
2025 Q1	$12.9K	Hold	214	–	–	0.01%	557
2024 Q4	$18.1K	Hold	214	–	–	0.01%	490
2024 Q3	$13.2K	Hold	214	–	–	0.01%	518
2024 Q2	$10.3K	Hold	214	–	–	﹤0.01%	512
2024 Q1	$10.6K	Hold	214	–	–	﹤0.01%	536
2023 Q4	$9.63K	Hold	214	–	–	﹤0.01%	674
2023 Q3	$10.1K	Hold	214	–	–	0.01%	550
2023 Q2	$9.09K	Hold	214	–	–	0.01%	569
2023 Q1	$11.2K	Buy	+214	New	+$10.7K	0.01%	517

Other funds holding CIEN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cape Investment Advisory's CIEN Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Ciena (CIEN) in Q2 2026: 14 shares worth $6.87K. The stake represents ﹤0.01% of the portfolio and ranks #951 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CIEN as recently as Q4 2025.

Cape Investment Advisory first reported a position in CIEN in Q1 2023 and has held it in 12 quarters since. The position peaked at $18.1K in Q4 2024. 1,217 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

Cape Investment Advisory held 14 shares of Ciena worth $6.87K as of Q2 2026.
Ciena was a new Cape Investment Advisory position in Q2 2026.
Ciena made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #951 holding.
Cape Investment Advisory first reported a position in Ciena in Q1 2023 and has held it in 12 quarters since.
Cape Investment Advisory's Ciena position peaked at $18.1K in Q4 2024.
1,217 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.