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SHP Wealth Management’s Ciena CIEN Stock Holding History

SHP Wealth 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
Q2 		$56.9K Buy
116
+87
+300% +$44.4K ﹤0.01% 512
2026
Q1 		$11.3K Buy
29
+15
+107% +$4.59K ﹤0.01% 866
2025
Q4 		$3.27K Buy
+14
New +$2.72K ﹤0.01% 1052

Other funds holding CIEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SHP Wealth Management's CIEN Position: Q2 2026 in Review

SHP Wealth Management increased its Ciena (CIEN) stake by 300% in Q2 2026, buying an estimated $44.4K and bringing the position to 116 shares worth $56.9K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

SHP Wealth Management first reported a position in CIEN in Q4 2025 and has held it in 3 quarters since. 718 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • SHP Wealth Management held 116 shares of Ciena worth $56.9K as of Q2 2026.
  • SHP Wealth Management bought 87 Ciena shares in Q2 2026, an estimated $44.4K.
  • Ciena made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #512 holding.
  • SHP Wealth Management first reported a position in Ciena in Q4 2025 and has held it in 3 quarters since.
  • 718 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.