MA
CIEN icon

Montag & Associates’s Ciena CIEN Stock Holding History

Montag & Associates’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 		$1.79K Sell
4
-2
-33% -$1.02K ﹤0.01% 874
2026
Q1 		$2.39K Sell
6
-1
-14% -$306 ﹤0.01% 833
2025
Q4 		$1.72K Hold
7
– – ﹤0.01% 877
2025
Q3 		$1.07K Buy
+7
New +$713 ﹤0.01% 1008
2021
Q2 		– Sell
-273
Closed -$15K – 863
2021
Q1 		$15K Hold
273
– – ﹤0.01% 689
2020
Q4 		$14K Buy
+273
New +$12.1K ﹤0.01% 670
2020
Q3 		– Sell
-25,980
Closed -$1.41M – 305
2020
Q2 		$1.41M Sell
25,980
-2,803
-10% -$139K 0.12% 146
2020
Q1 		$1.15M Buy
28,783
+4,244
+17% +$174K 0.11% 158
2019
Q4 		$1.05M Sell
24,539
-13,818
-36% -$526K 0.08% 182
2019
Q3 		$1.5M Buy
38,357
+625
+2% +$26.2K 0.13% 142
2019
Q2 		$1.55M Sell
37,732
-22,242
-37% -$856K 0.14% 137
2019
Q1 		$2.24M Buy
59,974
+35,780
+148% +$1.39M 0.21% 112
2018
Q4 		$820K Sell
24,194
-48,766
-67% -$1.55M 0.09% 161
2018
Q3 		$2.28M Buy
+72,960
New +$2.04M 0.2% 116

Other funds holding CIEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Montag & Associates's CIEN Position: Q2 2026 in Review

Montag & Associates reduced its Ciena (CIEN) stake by 33% in Q2 2026, selling an estimated $1.02K and leaving 4 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Montag & Associates first reported a position in CIEN in Q3 2018 and has held it in 14 quarters since. The position peaked at $2.28M in Q3 2018. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Montag & Associates held 4 shares of Ciena worth $1.79K as of Q2 2026.
  • Montag & Associates sold 2 Ciena shares in Q2 2026, an estimated $1.02K.
  • Ciena made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #874 holding.
  • Montag & Associates first reported a position in Ciena in Q3 2018 and has held it in 14 quarters since.
  • Montag & Associates's Ciena position peaked at $2.28M in Q3 2018.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.