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Capital Advisors Ltd’s Ciena CIEN Stock Holding History

Capital Advisors Ltd’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 		$79K Hold
161
– – 0.01% 439
2026
Q1 		$63K Hold
161
– – 0.01% 456
2025
Q4 		$38K Hold
161
– – ﹤0.01% 545
2025
Q3 		$23K Hold
161
– – ﹤0.01% 616
2025
Q2 		$13K Buy
161
+11
+7% +$789 ﹤0.01% 723
2025
Q1 		$9K Buy
150
+1
+0.7% +$79 ﹤0.01% 792
2024
Q4 		$13K Hold
149
– – ﹤0.01% 717
2024
Q3 		$9K Buy
149
+6
+4% +$316 ﹤0.01% 788
2024
Q2 		$7K Buy
143
+130
+1,000% +$6.17K ﹤0.01% 821
2024
Q1 		$1K Buy
+13
New +$686 ﹤0.01% 1144
2023
Q2 		– Sell
-79
Closed -$4K – 1317
2023
Q1 		$4K Buy
79
+72
+1,029% +$3.59K ﹤0.01% 726
2022
Q4 		$0 Buy
+7
New +$317 ﹤0.01% 1267
2022
Q1 		– Sell
-5
Closed – – 939
2021
Q4 		$0 Buy
+5
New +$309 ﹤0.01% 827

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

Capital Advisors Ltd's CIEN Position: Q2 2026 in Review

Capital Advisors Ltd held its Ciena (CIEN) position steady in Q2 2026 at 161 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #439.

Capital Advisors Ltd first reported a position in CIEN in Q4 2021 and has held it in 13 quarters since. 1,219 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Capital Advisors Ltd held 161 shares of Ciena worth $79K as of Q2 2026.
  • Capital Advisors Ltd left its Ciena share count unchanged in Q2 2026.
  • Ciena made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #439 holding.
  • Capital Advisors Ltd first reported a position in Ciena in Q4 2021 and has held it in 13 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.