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LVW Advisors’s Ciena CIEN Stock Holding History

LVW 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
Q2 		$1.03M Buy
2,096
+434
+26% +$221K 0.09% 128
2026
Q1 		$645K Buy
+1,662
New +$508K 0.06% 173

Other funds holding CIEN

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVW Advisors's CIEN Position: Q2 2026 in Review

LVW Advisors increased its Ciena (CIEN) stake by 26% in Q2 2026, buying an estimated $221K and bringing the position to 2,096 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #128.

LVW Advisors first reported a position in CIEN in Q1 2026 and has held it in 2 quarters since. 447 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • LVW Advisors held 2,096 shares of Ciena worth $1.03M as of Q2 2026.
  • LVW Advisors bought 434 Ciena shares in Q2 2026, an estimated $221K.
  • Ciena made up 0.09% of LVW Advisors's portfolio in Q2 2026, its #128 holding.
  • LVW Advisors first reported a position in Ciena in Q1 2026 and has held it in 2 quarters since.
  • 447 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.