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Summit Trail Advisors’s Ciena CIEN Stock Holding History

Summit Trail 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 		$2.63M Sell
6,787
-1,763
-21% -$539K 0.04% 367
2025
Q4 		$2M Sell
8,550
-2,889
-25% -$560K 0.03% 402
2025
Q3 		$1.67M Buy
11,439
+4,612
+68% +$470K 0.02% 546
2025
Q2 		$555K Buy
+6,827
New +$490K 0.01% 698

Other funds holding CIEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Trail Advisors's CIEN Position: Q1 2026 in Review

Summit Trail Advisors reduced its Ciena (CIEN) stake by 21% in Q1 2026, selling an estimated $539K and leaving 6,787 shares worth $2.63M. The position accounts for 0.04% of the portfolio, ranked #367.

Summit Trail Advisors first reported a position in CIEN in Q2 2025 and has held it in 4 quarters since. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

  • Summit Trail Advisors held 6,787 shares of Ciena worth $2.63M as of Q1 2026.
  • Summit Trail Advisors sold 1,763 Ciena shares in Q1 2026, an estimated $539K.
  • Ciena made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #367 holding.
  • Summit Trail Advisors first reported a position in Ciena in Q2 2025 and has held it in 4 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.