SWS Partners’s Ciena CIEN Stock Holding History

SWS Partners’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	$6.67M	Sell	13,590 -1,376	-9%	-$702K	1.44%	20
2026 Q1	$5.81M	Sell	14,966 -2,109	-12%	-$645K	1.43%	13
2025 Q4	$3.99M	Sell	17,075 -2,784	-14%	-$540K	0.96%	29
2025 Q3	$2.89M	Sell	19,859 -9,897	-33%	-$1.01M	0.71%	52
2025 Q2	$2.42M	Buy	29,756 +843	+3%	+$60.5K	0.65%	55
2025 Q1	$1.75M	Sell	28,913 -8,678	-23%	-$686K	0.57%	68
2024 Q4	$3.19M	Buy	37,591 +237	+0.6%	+$17K	0.97%	31
2024 Q3	$2.3M	Buy	37,354 +15,457	+71%	+$814K	0.73%	54
2024 Q2	$1.05M	Buy	21,897 +285	+1%	+$13.5K	0.32%	87
2024 Q1	$1.07M	Sell	21,612 -272	-1%	-$14.3K	0.32%	84
2023 Q4	$985K	Sell	21,884 -352	-2%	-$15.5K	0.32%	84
2023 Q3	$1.05M	Buy	22,236 +4,450	+25%	+$196K	0.39%	82
2023 Q2	$756K	Sell	17,786 -184	-1%	-$8.38K	0.27%	91
2023 Q1	$944K	Buy	+17,970	New	+$897K	0.35%	90

Other funds holding CIEN

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

SWS Partners's CIEN Position: Q2 2026 in Review

SWS Partners reduced its Ciena (CIEN) stake by 9.2% in Q2 2026, selling an estimated $702K and leaving 13,590 shares worth $6.67M. The position accounts for 1.44% of the portfolio, ranked #20.

SWS Partners first reported a position in CIEN in Q1 2023 and has held it in 14 quarters since. 530 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

SWS Partners held 13,590 shares of Ciena worth $6.67M as of Q2 2026.
SWS Partners sold 1,376 Ciena shares in Q2 2026, an estimated $702K.
Ciena made up 1.44% of SWS Partners's portfolio in Q2 2026, its #20 holding.
SWS Partners first reported a position in Ciena in Q1 2023 and has held it in 14 quarters since.
530 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.