Estate Planners Group’s Ciena CIEN Stock Holding History

Estate Planners 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 Q1	–	Sell	-357	Closed	-$83.5K	–	129
2025 Q4	$83.5K	Buy	+357	New	+$69.3K	0.04%	105

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 $3.38T AUM 44.17% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Estate Planners Group's CIEN Position: Q1 2026 in Review

Estate Planners Group sold out of Ciena (CIEN) in Q1 2026, closing a stake of 357 shares — an estimated $83.5K sold.

Estate Planners Group first reported a position in CIEN in Q4 2025 and held it in 1 quarter. The position peaked at $83.5K in Q4 2025. 1,084 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

Estate Planners Group reported no remaining Ciena position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 357 Ciena shares in Q1 2026, an estimated $83.5K.
Estate Planners Group first reported a position in Ciena in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Ciena position peaked at $83.5K in Q4 2025.
1,084 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.