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Evergreen Wealth Solutions’s Ciena CIEN Stock Holding History

Evergreen Wealth Solutions’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 		$10.8M Sell
24,485
-19,966
-45% -$10.2M 0.57% 35
2026
Q1 		$17.3M Sell
44,451
-242
-0.5% -$74K 1.22% 25
2025
Q4 		$5.41M Buy
44,693
+20,504
+85% +$3.98M 0.75% 26
2025
Q3 		$3.52M Hold
24,189
– – 1.99% 9
2025
Q2 		$1.97M Hold
24,189
– – 1.18% 13
2025
Q1 		$1.46M Hold
24,189
– – 0.99% 19
2024
Q4 		$2.05M Hold
24,189
– – 1.43% 12
2024
Q3 		$1.49M Hold
24,189
– – 1.01% 13
2024
Q2 		$1.17M Buy
+24,189
New +$1.15M 0.83% 20

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

Evergreen Wealth Solutions's CIEN Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Ciena (CIEN) stake by 45% in Q2 2026, selling an estimated $10.2M and leaving 24,485 shares worth $10.8M. The position accounts for 0.57% of the portfolio, ranked #35.

Evergreen Wealth Solutions first reported a position in CIEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.3M in Q1 2026. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Evergreen Wealth Solutions held 24,485 shares of Ciena worth $10.8M as of Q2 2026.
  • Evergreen Wealth Solutions sold 19,966 Ciena shares in Q2 2026, an estimated $10.2M.
  • Ciena made up 0.57% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #35 holding.
  • Evergreen Wealth Solutions first reported a position in Ciena in Q2 2024 and has held it in 9 quarters since.
  • Evergreen Wealth Solutions's Ciena position peaked at $17.3M in Q1 2026.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.