McCarter Private Wealth Services’s Ciena CIEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

McCarter Private Wealth Services's CIEN Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Ciena (CIEN) stake by 3.7% in Q2 2026, selling an estimated $49K and leaving 2,500 shares worth $1.23M. The position accounts for 0.42% of the portfolio, ranked #68.

McCarter Private Wealth Services first reported a position in CIEN in Q4 2024 and has held it in 6 quarters since. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • McCarter Private Wealth Services held 2,500 shares of Ciena worth $1.23M as of Q2 2026.
  • McCarter Private Wealth Services sold 96 Ciena shares in Q2 2026, an estimated $49K.
  • Ciena made up 0.42% of McCarter Private Wealth Services's portfolio in Q2 2026, its #68 holding.
  • McCarter Private Wealth Services first reported a position in Ciena in Q4 2024 and has held it in 6 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.