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Crestwood Advisors Group’s Ciena CIEN Stock Holding History

Crestwood Advisors Group’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 		$466K Buy
950
+215
+29% +$110K 0.01% 517
2026
Q1 		$285K Buy
+735
New +$225K ﹤0.01% 600

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

Crestwood Advisors Group's CIEN Position: Q2 2026 in Review

Crestwood Advisors Group increased its Ciena (CIEN) stake by 29% in Q2 2026, buying an estimated $110K and bringing the position to 950 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #517.

Crestwood Advisors Group first reported a position in CIEN in Q1 2026 and has held it in 2 quarters since. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Crestwood Advisors Group held 950 shares of Ciena worth $466K as of Q2 2026.
  • Crestwood Advisors Group bought 215 Ciena shares in Q2 2026, an estimated $110K.
  • Ciena made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #517 holding.
  • Crestwood Advisors Group first reported a position in Ciena in Q1 2026 and has held it in 2 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.