Sage Mountain Advisors’s Ciena CIEN Stock Holding History

Sage Mountain Advisors’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	–	Sell	-1,037	Closed	-$243K	–	339
2025 Q4	$243K	Buy	+1,037	New	+$201K	0.01%	439

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

Sage Mountain Advisors's CIEN Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Ciena (CIEN) in Q1 2026, closing a stake of 1,037 shares — an estimated $243K sold.

Sage Mountain Advisors first reported a position in CIEN in Q4 2025 and held it in 1 quarter. The position peaked at $243K in Q4 2025. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

Sage Mountain Advisors reported no remaining Ciena position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 1,037 Ciena shares in Q1 2026, an estimated $243K.
Sage Mountain Advisors first reported a position in Ciena in Q4 2025 and held it in 1 quarter.
Sage Mountain Advisors's Ciena position peaked at $243K in Q4 2025.
1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.