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Root Financial Partners’s Ciena CIEN Stock Holding History

Root Financial Partners’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 		$259K Buy
527
+157
+42% +$80.1K 0.01% 321
2026
Q1 		$144K Buy
370
+79
+27% +$24.2K 0.01% 429
2025
Q4 		$68.1K Sell
291
-18
-6% -$3.49K ﹤0.01% 605
2025
Q3 		$45K Buy
+309
New +$31.5K ﹤0.01% 705

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 $3.37T AUM 44.26% 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

Root Financial Partners's CIEN Position: Q2 2026 in Review

Root Financial Partners increased its Ciena (CIEN) stake by 42% in Q2 2026, buying an estimated $80.1K and bringing the position to 527 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #321.

Root Financial Partners first reported a position in CIEN in Q3 2025 and has held it in 4 quarters since. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Root Financial Partners held 527 shares of Ciena worth $259K as of Q2 2026.
  • Root Financial Partners bought 157 Ciena shares in Q2 2026, an estimated $80.1K.
  • Ciena made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #321 holding.
  • Root Financial Partners first reported a position in Ciena in Q3 2025 and has held it in 4 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.