Forum Financial Management’s Ciena CIEN Stock Holding History

Forum Financial Management’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	-4,033	Closed	-$943K	–	458
2025 Q4	$943K	Buy	4,033 +8	+0.2%	+$1.55K	0.01%	261
2025 Q3	$586K	Buy	4,025 +140	+4%	+$14.3K	0.01%	392
2025 Q2	$316K	Buy	3,885 +201	+5%	+$14.4K	﹤0.01%	643
2025 Q1	$223K	Buy	3,684 +634	+21%	+$50.1K	﹤0.01%	759
2024 Q4	$259K	Buy	+3,050	New	+$219K	﹤0.01%	705
2022 Q1	–	Sell	-2,594	Closed	-$200K	–	622
2021 Q4	$200K	Buy	+2,594	New	+$160K	0.01%	623

Other funds holding CIEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Forum Financial Management's CIEN Position: Q1 2026 in Review

Forum Financial Management sold out of Ciena (CIEN) in Q1 2026, closing a stake of 4,033 shares — an estimated $943K sold.

Forum Financial Management first reported a position in CIEN in Q4 2021 and held it in 6 quarters. The position peaked at $943K in Q4 2025. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

Forum Financial Management reported no remaining Ciena position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 4,033 Ciena shares in Q1 2026, an estimated $943K.
Forum Financial Management first reported a position in Ciena in Q4 2021 and held it in 6 quarters.
Forum Financial Management's Ciena position peaked at $943K in Q4 2025.
1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.