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Synergy Asset Management’s Ciena CIEN Stock Holding History

Synergy Asset 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 		$1.09M Buy
+2,220
New +$1.13M 0.1% 114
2024
Q3 		– Sell
-12,204
Closed -$588K – 147
2024
Q2 		$588K Buy
+12,204
New +$579K 0.09% 92

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

Synergy Asset Management's CIEN Position: Q2 2026 in Review

Synergy Asset Management opened a new position in Ciena (CIEN) in Q2 2026: 2,220 shares worth $1.09M. The stake represents 0.1% of the portfolio and ranks #114 among its holdings. This is a return to the name: Synergy Asset Management previously reported a position in CIEN as recently as Q2 2024.

Synergy Asset Management first reported a position in CIEN in Q2 2024 and has held it in 2 quarters since. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Synergy Asset Management held 2,220 shares of Ciena worth $1.09M as of Q2 2026.
  • Ciena was a new Synergy Asset Management position in Q2 2026.
  • Ciena made up 0.1% of Synergy Asset Management's portfolio in Q2 2026, its #114 holding.
  • Synergy Asset Management first reported a position in Ciena in Q2 2024 and has held it in 2 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.