Shelton Capital Management’s Ciena CIEN Stock Holding History

Shelton Capital Management’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	$287K	Sell	738 -3,918	-84%	-$1.2M	0.01%	529
2025 Q4	$1.09M	Sell	4,656 -385	-8%	-$74.7K	0.02%	263
2025 Q3	$734K	Hold	5,041	–	–	0.02%	287
2025 Q2	$410K	Sell	5,041 -259	-5%	-$18.6K	0.01%	400
2025 Q1	$320K	Sell	5,300 -123	-2%	-$9.72K	0.01%	450
2024 Q4	$460K	Sell	5,423 -304	-5%	-$21.8K	0.01%	367
2024 Q3	$353K	Hold	5,727	–	–	0.01%	439
2024 Q2	$276K	Sell	5,727 -649	-10%	-$30.8K	0.01%	521
2024 Q1	$315K	Hold	6,376	–	–	0.01%	507
2023 Q4	$287K	Sell	6,376 -551	-8%	-$24.3K	0.01%	528
2023 Q3	$327K	Sell	6,927 -528	-7%	-$23.3K	0.01%	429
2023 Q2	$317K	Hold	7,455	–	–	0.01%	464
2023 Q1	$392K	Sell	7,455 -211	-3%	-$10.5K	0.02%	369
2022 Q4	$391K	Sell	7,666 -536	-7%	-$24.2K	0.04%	337
2022 Q3	$332K	Hold	8,202	–	–	0.02%	399
2022 Q2	$375K	Hold	8,202	–	–	0.02%	386
2022 Q1	$497K	Hold	8,202	–	–	0.02%	359
2021 Q4	$631K	Sell	8,202 -379	-4%	-$23.4K	0.02%	317
2021 Q3	$441K	Hold	8,581	–	–	0.02%	396
2021 Q2	$488K	Hold	8,581	–	–	0.02%	385
2021 Q1	$470K	Hold	8,581	–	–	0.02%	404
2020 Q4	$454K	Sell	8,581 -432	-5%	-$19.2K	0.02%	372
2020 Q3	$358K	Hold	9,013	–	–	0.01%	497
2020 Q2	$488K	Sell	9,013 -523	-5%	-$26K	0.03%	331
2020 Q1	$380K	Hold	9,536	–	–	0.03%	344
2019 Q4	$407K	Hold	9,536	–	–	0.02%	411
2019 Q3	$374K	Sell	9,536 -552	-5%	-$23.1K	0.02%	436
2019 Q2	$415K	Buy	10,088 +9,711	+2,576%	+$374K	0.02%	408
2019 Q1	$10.1K	Sell	377 -9,711	-96%	-$377K	0.04%	399
2018 Q4	$342K	Hold	10,088	–	–	0.02%	421
2018 Q3	$315K	Hold	10,088	–	–	0.02%	561
2018 Q2	$267K	Hold	10,088	–	–	0.02%	640
2018 Q1	$261K	Sell	10,088 -1,172	-10%	-$27.6K	0.02%	629
2017 Q4	$236K	Hold	11,260	–	–	0.02%	724
2017 Q3	$247K	Hold	11,260	–	–	0.02%	671
2017 Q2	$282K	Hold	11,260	–	–	0.02%	607
2017 Q1	$266K	Hold	11,260	–	–	0.02%	641
2016 Q4	$275K	Hold	11,260	–	–	0.02%	658
2016 Q3	$245K	Hold	11,260	–	–	0.02%	652
2016 Q2	$211K	Hold	11,260	–	–	0.02%	694
2016 Q1	$214K	Hold	11,260	–	–	0.02%	694
2015 Q4	$233K	Hold	11,260	–	–	0.02%	650
2015 Q3	$233K	Hold	11,260	–	–	0.03%	641
2015 Q2	$267K	Hold	11,260	–	–	0.03%	620
2015 Q1	$217K	Hold	11,260	–	–	0.02%	740
2014 Q4	$219K	Hold	11,260	–	–	0.03%	721
2014 Q3	$188K	Hold	11,260	–	–	0.03%	731
2014 Q2	$244K	Hold	11,260	–	–	0.03%	657
2014 Q1	$256K	Hold	11,260	–	–	0.04%	606
2013 Q4	$269K	Hold	11,260	–	–	0.04%	564
2013 Q3	$281K	Hold	11,260	–	–	0.05%	499
2013 Q2	$219K	Buy	+11,260	New	+$187K	0.04%	571

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

Shelton Capital Management's CIEN Position: Q1 2026 in Review

Shelton Capital Management reduced its Ciena (CIEN) stake by 84% in Q1 2026, selling an estimated $1.2M and leaving 738 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #529.

Shelton Capital Management first reported a position in CIEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.09M in Q4 2025. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

Shelton Capital Management held 738 shares of Ciena worth $287K as of Q1 2026.
Shelton Capital Management sold 3,918 Ciena shares in Q1 2026, an estimated $1.2M.
Ciena made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #529 holding.
Shelton Capital Management first reported a position in Ciena in Q2 2013 and has held it in 52 quarters since.
Shelton Capital Management's Ciena position peaked at $1.09M in Q4 2025.
1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.