PDS Planning’s Ciena CIEN Stock Holding History

PDS Planning’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	$370K	Buy	754 +82	+12%	+$41.8K	0.02%	369
2026 Q1	$261K	Buy	+672	New	+$206K	0.02%	433

Other funds holding CIEN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PDS Planning's CIEN Position: Q2 2026 in Review

PDS Planning increased its Ciena (CIEN) stake by 12% in Q2 2026, buying an estimated $41.8K and bringing the position to 754 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #369.

PDS Planning first reported a position in CIEN in Q1 2026 and has held it in 2 quarters since. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

PDS Planning held 754 shares of Ciena worth $370K as of Q2 2026.
PDS Planning bought 82 Ciena shares in Q2 2026, an estimated $41.8K.
Ciena made up 0.02% of PDS Planning's portfolio in Q2 2026, its #369 holding.
PDS Planning first reported a position in Ciena in Q1 2026 and has held it in 2 quarters since.
1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.