SOA Wealth Advisors’s Ciena CIEN Stock Holding History

SOA Wealth 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 Q2	–	Sell	-150	Closed	-$58.2K	–	903
2026 Q1	$58.2K	Sell	150 -100	-40%	-$30.6K	0.01%	337
2025 Q4	$58.5K	Buy	+250	New	+$48.5K	0.01%	346

Other funds holding CIEN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOA Wealth Advisors's CIEN Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Ciena (CIEN) in Q2 2026, closing a stake of 150 shares — an estimated $58.2K sold.

SOA Wealth Advisors first reported a position in CIEN in Q4 2025 and held it in 2 quarters. The position peaked at $58.5K in Q4 2025. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

SOA Wealth Advisors reported no remaining Ciena position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 150 Ciena shares in Q2 2026, an estimated $58.2K.
SOA Wealth Advisors first reported a position in Ciena in Q4 2025 and held it in 2 quarters.
SOA Wealth Advisors's Ciena position peaked at $58.5K in Q4 2025.
1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.