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Legacy Financial Advisors’s Ciena CIEN Stock Holding History

Legacy Financial 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
2026
Q1 		$462K Sell
1,189
-360
-23% -$110K 0.06% 248
2025
Q4 		$362K Buy
1,549
+79
+5% +$15.3K 0.05% 285
2025
Q3 		$214K Buy
+1,470
New +$150K 0.03% 389
2018
Q4 		– Sell
-400
Closed -$12K – 988
2018
Q3 		$12K Hold
400
– – ﹤0.01% 464
2018
Q2 		$11K Buy
400
+200
+100% +$5.08K ﹤0.01% 492
2018
Q1 		$5K Buy
+200
New +$4.71K ﹤0.01% 625

Other funds holding CIEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Financial Advisors's CIEN Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Ciena (CIEN) stake by 23% in Q1 2026, selling an estimated $110K and leaving 1,189 shares worth $462K. The position accounts for 0.06% of the portfolio, ranked #248.

Legacy Financial Advisors first reported a position in CIEN in Q1 2018 and has held it in 6 quarters since. 1,081 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

  • Legacy Financial Advisors held 1,189 shares of Ciena worth $462K as of Q1 2026.
  • Legacy Financial Advisors sold 360 Ciena shares in Q1 2026, an estimated $110K.
  • Ciena made up 0.06% of Legacy Financial Advisors's portfolio in Q1 2026, its #248 holding.
  • Legacy Financial Advisors first reported a position in Ciena in Q1 2018 and has held it in 6 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.