EWA
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EverSource Wealth Advisors’s Ciena CIEN Stock Holding History

EverSource 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 		$7.79M Sell
15,877
-4,635
-23% -$2.36M 0.26% 78
2026
Q1 		$7.96M Sell
20,512
-3,601
-15% -$1.1M 0.24% 75
2025
Q4 		$5.64M Sell
24,113
-1,638
-6% -$318K 0.21% 95
2025
Q3 		$3.75M Sell
25,751
-732
-3% -$74.5K 0.15% 126
2025
Q2 		$2.15M Buy
26,483
+4,510
+21% +$324K 0.1% 152
2025
Q1 		$1.33M Buy
21,973
+3,502
+19% +$277K 0.07% 205
2024
Q4 		$1.57M Buy
18,471
+627
+4% +$45K 0.09% 180
2024
Q3 		$1.1M Buy
17,844
+16,994
+1,999% +$895K 0.07% 206
2024
Q2 		$44.8K Buy
850
+65
+8% +$3.08K ﹤0.01% 1142
2024
Q1 		$36.3K Sell
785
-77
-9% -$4.06K ﹤0.01% 1105
2023
Q4 		$38.8K Sell
862
-145
-14% -$6.39K ﹤0.01% 995
2023
Q3 		$47.6K Buy
1,007
+169
+20% +$7.45K 0.01% 828
2023
Q2 		$35.6K Sell
838
-237
-22% -$10.8K ﹤0.01% 964
2023
Q1 		$56.5K Buy
1,075
+20
+2% +$998 0.01% 749
2022
Q4 		$53.8K Sell
1,055
-110
-9% -$4.97K 0.01% 736
2022
Q3 		$47K Sell
1,165
-643
-36% -$30.9K 0.01% 653
2022
Q2 		$83K Buy
1,808
+1,271
+237% +$65.9K 0.02% 429
2022
Q1 		$33K Sell
537
-419
-44% -$27.4K 0.01% 550
2021
Q4 		$74K Buy
+956
New +$59K 0.02% 352

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

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

EverSource Wealth Advisors reduced its Ciena (CIEN) stake by 23% in Q2 2026, selling an estimated $2.36M and leaving 15,877 shares worth $7.79M. The position accounts for 0.26% of the portfolio, ranked #78.

EverSource Wealth Advisors first reported a position in CIEN in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.96M in Q1 2026. 1,219 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • EverSource Wealth Advisors held 15,877 shares of Ciena worth $7.79M as of Q2 2026.
  • EverSource Wealth Advisors sold 4,635 Ciena shares in Q2 2026, an estimated $2.36M.
  • Ciena made up 0.26% of EverSource Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • EverSource Wealth Advisors first reported a position in Ciena in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Ciena position peaked at $7.96M in Q1 2026.
  • 1,219 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.