M & L Capital Management’s Ciena CIEN Stock Holding History

M & L Capital Management’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	$30.9M	Buy	62,930 +7,200	+13%	+$3.67M	8.35%	6
2026 Q1	$21.6M	Buy	55,730 +19,480	+54%	+$5.96M	5.32%	4
2025 Q4	$8.48M	Buy	36,250 +31,350	+640%	+$6.08M	1.77%	12
2025 Q3	$714K	Buy	+4,900	New	+$499K	0.14%	20

Other funds holding CIEN

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

M & L Capital Management's CIEN Position: Q2 2026 in Review

M & L Capital Management increased its Ciena (CIEN) stake by 13% in Q2 2026, buying an estimated $3.67M and bringing the position to 62,930 shares worth $30.9M. The position accounts for 8.35% of the portfolio, ranked #6.

M & L Capital Management first reported a position in CIEN in Q3 2025 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

M & L Capital Management held 62,930 shares of Ciena worth $30.9M as of Q2 2026.
M & L Capital Management bought 7,200 Ciena shares in Q2 2026, an estimated $3.67M.
Ciena made up 8.35% of M & L Capital Management's portfolio in Q2 2026, its #6 holding.
M & L Capital Management first reported a position in Ciena in Q3 2025 and has held it in 4 quarters since.
151 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on M & L Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.