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Everhart Financial Group’s Ciena CIEN Stock Holding History

Everhart Financial 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 		$841K Sell
1,715
-1,326
-44% -$676K 0.05% 202
2026
Q1 		$1.18M Buy
3,041
+187
+7% +$57.2K 0.1% 135
2025
Q4 		$667K Buy
2,854
+1,342
+89% +$260K 0.06% 219
2025
Q3 		$220K Buy
+1,512
New +$154K 0.02% 365

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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Everhart Financial Group's CIEN Position: Q2 2026 in Review

Everhart Financial Group reduced its Ciena (CIEN) stake by 44% in Q2 2026, selling an estimated $676K and leaving 1,715 shares worth $841K. The position accounts for 0.05% of the portfolio, ranked #202.

Everhart Financial Group first reported a position in CIEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.18M in Q1 2026. 176 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Everhart Financial Group held 1,715 shares of Ciena worth $841K as of Q2 2026.
  • Everhart Financial Group sold 1,326 Ciena shares in Q2 2026, an estimated $676K.
  • Ciena made up 0.05% of Everhart Financial Group's portfolio in Q2 2026, its #202 holding.
  • Everhart Financial Group first reported a position in Ciena in Q3 2025 and has held it in 4 quarters since.
  • Everhart Financial Group's Ciena position peaked at $1.18M in Q1 2026.
  • 176 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.