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Integrated Wealth Concepts’s Ciena CIEN Stock Holding History

Integrated Wealth Concepts’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 		$3.04M Buy
6,194
+375
+6% +$191K 0.01% 765
2026
Q1 		$2.26M Buy
5,819
+2,475
+74% +$757K 0.02% 712
2025
Q4 		$782K Sell
3,344
-3,251
-49% -$631K 0.01% 887
2025
Q3 		$961K Buy
6,595
+210
+3% +$21.4K 0.01% 1002
2025
Q2 		$519K Buy
6,385
+3,030
+90% +$217K 0.01% 1250
2025
Q1 		$203K Buy
3,355
+123
+4% +$9.72K ﹤0.01% 1619
2024
Q4 		$274K Buy
+3,232
New +$232K ﹤0.01% 1423
2023
Q2 		– Sell
-4,079
Closed -$214K – 1568
2023
Q1 		$214K Buy
+4,079
New +$204K ﹤0.01% 1199
2022
Q1 		– Sell
-5,517
Closed -$425K – 949
2021
Q4 		$425K Sell
5,517
-1,202
-18% -$74.2K 0.01% 649
2021
Q3 		$345K Sell
6,719
-346
-5% -$19.2K 0.01% 684
2021
Q2 		$402K Buy
7,065
+1,335
+23% +$73.6K 0.01% 580
2021
Q1 		$314K Buy
+5,730
New +$308K 0.01% 578

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

Integrated Wealth Concepts's CIEN Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Ciena (CIEN) stake by 6.4% in Q2 2026, buying an estimated $191K and bringing the position to 6,194 shares worth $3.04M. The position accounts for 0.01% of the portfolio, ranked #765.

Integrated Wealth Concepts first reported a position in CIEN in Q1 2021 and has held it in 12 quarters since. 1,219 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Integrated Wealth Concepts held 6,194 shares of Ciena worth $3.04M as of Q2 2026.
  • Integrated Wealth Concepts bought 375 Ciena shares in Q2 2026, an estimated $191K.
  • Ciena made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #765 holding.
  • Integrated Wealth Concepts first reported a position in Ciena in Q1 2021 and has held it in 12 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

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