Heartwood Wealth Advisors’s Ciena CIEN Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-15	Closed	-$2.19K	–	279
2025 Q3	$2.19K	Buy	+15	New	+$1.53K	﹤0.01%	489

Other funds holding CIEN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Heartwood Wealth Advisors's CIEN Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Ciena (CIEN) in Q4 2025, closing a stake of 15 shares — an estimated $2.19K sold.

Heartwood Wealth Advisors first reported a position in CIEN in Q3 2025 and held it in 1 quarter. The position peaked at $2.19K in Q3 2025. 854 funds tracked by Wall St. Rank hold CIEN as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Ciena position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 15 Ciena shares in Q4 2025, an estimated $2.19K.
Heartwood Wealth Advisors first reported a position in Ciena in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Ciena position peaked at $2.19K in Q3 2025.
854 funds tracked by Wall St. Rank held Ciena as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.