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Evolve Private Wealth’s Ciena CIEN Stock Holding History

Evolve Private Wealth’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 		$1.46M Sell
2,973
-1,470
-33% -$750K 0.09% 203
2026
Q1 		$1.72M Sell
4,443
-436
-9% -$133K 0.09% 212
2025
Q4 		$1.14M Buy
+4,879
New +$947K 0.07% 262

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's CIEN Position: Q2 2026 in Review

Evolve Private Wealth reduced its Ciena (CIEN) stake by 33% in Q2 2026, selling an estimated $750K and leaving 2,973 shares worth $1.46M. The position accounts for 0.09% of the portfolio, ranked #203.

Evolve Private Wealth first reported a position in CIEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.72M in Q1 2026. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Evolve Private Wealth held 2,973 shares of Ciena worth $1.46M as of Q2 2026.
  • Evolve Private Wealth sold 1,470 Ciena shares in Q2 2026, an estimated $750K.
  • Ciena made up 0.09% of Evolve Private Wealth's portfolio in Q2 2026, its #203 holding.
  • Evolve Private Wealth first reported a position in Ciena in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Ciena position peaked at $1.72M in Q1 2026.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

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