Modern Wealth Management’s Ciena CIEN Stock Holding History

Modern Wealth 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 Q1	$264K	Sell	635 -1,081	-63%	-$331K	﹤0.01%	756
2025 Q4	$401K	Buy	+1,716	New	+$333K	0.01%	593
2025 Q3	–	Sell	-3,336	Closed	-$271K	–	808
2025 Q2	$271K	Buy	3,336 +1	+0%	+$72	0.01%	638
2025 Q1	$202K	Buy	3,335 +682	+26%	+$53.9K	0.01%	646
2024 Q4	$225K	Buy	+2,653	New	+$190K	0.01%	529

Other funds holding CIEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Modern Wealth Management's CIEN Position: Q1 2026 in Review

Modern Wealth Management reduced its Ciena (CIEN) stake by 63% in Q1 2026, selling an estimated $331K and leaving 635 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Modern Wealth Management first reported a position in CIEN in Q4 2024 and has held it in 5 quarters since. The position peaked at $401K in Q4 2025. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

Modern Wealth Management held 635 shares of Ciena worth $264K as of Q1 2026.
Modern Wealth Management sold 1,081 Ciena shares in Q1 2026, an estimated $331K.
Ciena made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #756 holding.
Modern Wealth Management first reported a position in Ciena in Q4 2024 and has held it in 5 quarters since.
Modern Wealth Management's Ciena position peaked at $401K in Q4 2025.
1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.