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Institute for Wealth Management’s Ciena CIEN Stock Holding History

Institute for Wealth 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
Q2 		$1.11M Hold
2,263
– – 0.1% 185
2026
Q1 		$879K Hold
2,263
– – 0.09% 219
2025
Q4 		$529K Sell
2,263
-448
-17% -$86.9K 0.06% 305
2025
Q3 		$395K Sell
2,711
-2,758
-50% -$281K 0.04% 383
2025
Q2 		$445K Buy
+5,469
New +$392K 0.05% 337
2025
Q1 		– Sell
-2,898
Closed -$246K – 530
2024
Q4 		$246K Buy
+2,898
New +$208K 0.03% 446
2022
Q1 		– Sell
-2,898
Closed -$223K – 543
2021
Q4 		$223K Buy
+2,898
New +$179K 0.04% 449

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

Institute for Wealth Management's CIEN Position: Q2 2026 in Review

Institute for Wealth Management held its Ciena (CIEN) position steady in Q2 2026 at 2,263 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #185.

Institute for Wealth Management first reported a position in CIEN in Q4 2021 and has held it in 7 quarters since. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Institute for Wealth Management held 2,263 shares of Ciena worth $1.11M as of Q2 2026.
  • Institute for Wealth Management left its Ciena share count unchanged in Q2 2026.
  • Ciena made up 0.1% of Institute for Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Institute for Wealth Management first reported a position in Ciena in Q4 2021 and has held it in 7 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.