McCarter Private Wealth Services’s Ciena CIEN Stock Holding History

McCarter Private Wealth Services’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	$774K	Sell	2,200 -300	-12%	-$116K	0.26%	81
2026 Q2	$1.23M	Sell	2,500 -96	-4%	-$49K	0.42%	68
2026 Q1	$1.01M	Buy	2,596 +96	+4%	+$29.4K	0.44%	59
2025 Q4	$585K	Hold	2,500	–	–	0.26%	81
2025 Q3	$364K	Hold	2,500	–	–	0.19%	98
2025 Q2	$203K	Buy	+2,500	New	+$179K	0.12%	115
2025 Q1	–	Sell	-2,500	Closed	-$212K	–	103
2024 Q4	$212K	Buy	+2,500	New	+$179K	0.13%	98

Other funds holding CIEN

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

McCarter Private Wealth Services's CIEN Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its Ciena (CIEN) stake by 12% in Q3 2026, selling an estimated $116K and leaving 2,200 shares worth $774K. The position accounts for 0.26% of the portfolio, ranked #81.

McCarter Private Wealth Services first reported a position in CIEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q2 2026. 249 funds tracked by Wall St. Rank hold CIEN as of Q3 2026.

McCarter Private Wealth Services held 2,200 shares of Ciena worth $774K as of Q3 2026.
McCarter Private Wealth Services sold 300 Ciena shares in Q3 2026, an estimated $116K.
Ciena made up 0.26% of McCarter Private Wealth Services's portfolio in Q3 2026, its #81 holding.
McCarter Private Wealth Services first reported a position in Ciena in Q4 2024 and has held it in 7 quarters since.
McCarter Private Wealth Services's Ciena position peaked at $1.23M in Q2 2026.
249 funds tracked by Wall St. Rank held Ciena as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.