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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's CIEN Position: Q1 2026 in Review

Root Financial Partners increased its Ciena (CIEN) stake by 27% in Q1 2026, buying an estimated $24.2K and bringing the position to 370 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #429.

Root Financial Partners first reported a position in CIEN in Q3 2025 and has held it in 3 quarters since. 1,081 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

  • Root Financial Partners held 370 shares of Ciena worth $144K as of Q1 2026.
  • Root Financial Partners bought 79 Ciena shares in Q1 2026, an estimated $24.2K.
  • Ciena made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #429 holding.
  • Root Financial Partners first reported a position in Ciena in Q3 2025 and has held it in 3 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.