Merit Financial Group
CIEN icon

Merit Financial Group’s Ciena CIEN Stock Holding History

Merit Financial Group’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 		$2.72M Sell
7,722
-2,646
-26% -$1.02M 0.02% 669
2026
Q2 		$5.09M Buy
10,368
+588
+6% +$300K 0.03% 430
2026
Q1 		$3.8M Sell
9,780
-96
-1% -$29.4K 0.03% 468
2025
Q4 		$2.31M Buy
9,876
+1,080
+12% +$210K 0.02% 590
2025
Q3 		$1.28M Buy
8,796
+1,844
+27% +$188K 0.01% 743
2025
Q2 		$565K Buy
6,952
+1,405
+25% +$101K 0.01% 1042
2025
Q1 		$335K Buy
5,547
+587
+12% +$46.4K 0.01% 1085
2024
Q4 		$421K Buy
+4,960
New +$356K 0.01% 779

Other funds holding CIEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Merit Financial Group's CIEN Position: Q3 2026 in Review

Merit Financial Group reduced its Ciena (CIEN) stake by 26% in Q3 2026, selling an estimated $1.02M and leaving 7,722 shares worth $2.72M. The position accounts for 0.02% of the portfolio, ranked #669.

Merit Financial Group first reported a position in CIEN in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.09M in Q2 2026. 927 funds tracked by Wall St. Rank hold CIEN as of Q3 2026.

  • Merit Financial Group held 7,722 shares of Ciena worth $2.72M as of Q3 2026.
  • Merit Financial Group sold 2,646 Ciena shares in Q3 2026, an estimated $1.02M.
  • Ciena made up 0.02% of Merit Financial Group's portfolio in Q3 2026, its #669 holding.
  • Merit Financial Group first reported a position in Ciena in Q4 2024 and has held it in 8 quarters since.
  • Merit Financial Group's Ciena position peaked at $5.09M in Q2 2026.
  • 927 funds tracked by Wall St. Rank held Ciena as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.