Kaufman Rossin Wealth’s Ciena CIEN Stock Holding History

Kaufman Rossin 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 Q1	–	Sell	-1,524	Closed	-$356K	–	115
2025 Q4	$356K	Sell	1,524 -14	-0.9%	-$2.72K	0.19%	82
2025 Q3	$224K	Buy	+1,538	New	+$157K	0.12%	134

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

Kaufman Rossin Wealth's CIEN Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Ciena (CIEN) in Q1 2026, closing a stake of 1,524 shares — an estimated $356K sold.

Kaufman Rossin Wealth first reported a position in CIEN in Q3 2025 and held it in 2 quarters. The position peaked at $356K in Q4 2025. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

Kaufman Rossin Wealth reported no remaining Ciena position as of Q1 2026 after selling out during the quarter.
Kaufman Rossin Wealth sold 1,524 Ciena shares in Q1 2026, an estimated $356K.
Kaufman Rossin Wealth first reported a position in Ciena in Q3 2025 and held it in 2 quarters.
Kaufman Rossin Wealth's Ciena position peaked at $356K in Q4 2025.
1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.