QTR Family Wealth’s Ciena CIEN Stock Holding History

QTR Family Wealth’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	$590K	Sell	1,262 -13	-1%	-$3.98K	0.25%	101
2025 Q4	$381K	Buy	+1,275	New	+$247K	0.17%	139

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

QTR Family Wealth's CIEN Position: Q1 2026 in Review

QTR Family Wealth reduced its Ciena (CIEN) stake by 1% in Q1 2026, selling an estimated $3.98K and leaving 1,262 shares worth $590K. The position accounts for 0.25% of the portfolio, ranked #101.

QTR Family Wealth first reported a position in CIEN in Q4 2025 and has held it in 2 quarters since. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

QTR Family Wealth held 1,262 shares of Ciena worth $590K as of Q1 2026.
QTR Family Wealth sold 13 Ciena shares in Q1 2026, an estimated $3.98K.
Ciena made up 0.25% of QTR Family Wealth's portfolio in Q1 2026, its #101 holding.
QTR Family Wealth first reported a position in Ciena in Q4 2025 and has held it in 2 quarters since.
1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.