LVW Advisors
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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
Q3 		$595K Sell
1,691
-405
-19% -$156K 0.05% 227
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LVW Advisors's CIEN Position: Q3 2026 in Review

LVW Advisors reduced its Ciena (CIEN) stake by 19% in Q3 2026, selling an estimated $156K and leaving 1,691 shares worth $595K. The position accounts for 0.05% of the portfolio, ranked #227.

LVW Advisors first reported a position in CIEN in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.03M in Q2 2026. 656 funds tracked by Wall St. Rank hold CIEN as of Q3 2026.

  • LVW Advisors held 1,691 shares of Ciena worth $595K as of Q3 2026.
  • LVW Advisors sold 405 Ciena shares in Q3 2026, an estimated $156K.
  • Ciena made up 0.05% of LVW Advisors's portfolio in Q3 2026, its #227 holding.
  • LVW Advisors first reported a position in Ciena in Q1 2026 and has held it in 3 quarters since.
  • LVW Advisors's Ciena position peaked at $1.03M in Q2 2026.
  • 656 funds tracked by Wall St. Rank held Ciena as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.