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SMART Wealth’s Ciena CIEN Stock Holding History

SMART Wealth’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 		$3.71M Buy
+7,558
New +$3.85M 0.8% 37
2026
Q1 		– Sell
-2,112
Closed -$494K – 211
2025
Q4 		$494K Buy
2,112
+690
+49% +$134K 0.15% 113
2025
Q3 		$207K Buy
+1,422
New +$145K 0.08% 137

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

SMART Wealth's CIEN Position: Q2 2026 in Review

SMART Wealth opened a new position in Ciena (CIEN) in Q2 2026: 7,558 shares worth $3.71M. The stake represents 0.8% of the portfolio and ranks #37 among its holdings. This is a return to the name: SMART Wealth previously reported a position in CIEN as recently as Q4 2025.

SMART Wealth first reported a position in CIEN in Q3 2025 and has held it in 3 quarters since. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • SMART Wealth held 7,558 shares of Ciena worth $3.71M as of Q2 2026.
  • Ciena was a new SMART Wealth position in Q2 2026.
  • Ciena made up 0.8% of SMART Wealth's portfolio in Q2 2026, its #37 holding.
  • SMART Wealth first reported a position in Ciena in Q3 2025 and has held it in 3 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on SMART Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.