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EP Wealth Advisors’s Ciena CIEN Stock Holding History

EP Wealth 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 		$1.88M Buy
3,840
+705
+22% +$360K 0.01% 591
2026
Q1 		$1.22M Buy
3,135
+1,013
+48% +$310K 0.01% 586
2025
Q4 		$496K Buy
+2,122
New +$412K ﹤0.01% 882

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

EP Wealth Advisors's CIEN Position: Q2 2026 in Review

EP Wealth Advisors increased its Ciena (CIEN) stake by 22% in Q2 2026, buying an estimated $360K and bringing the position to 3,840 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #591.

EP Wealth Advisors first reported a position in CIEN in Q4 2025 and has held it in 3 quarters since. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • EP Wealth Advisors held 3,840 shares of Ciena worth $1.88M as of Q2 2026.
  • EP Wealth Advisors bought 705 Ciena shares in Q2 2026, an estimated $360K.
  • Ciena made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #591 holding.
  • EP Wealth Advisors first reported a position in Ciena in Q4 2025 and has held it in 3 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.