Synergy Investment Management’s Ciena CIEN Stock Holding History

Synergy Investment 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	–	Sell	-2	Closed	-$776	–	1103
2026 Q1	$776	Buy	+2	New	+$612	﹤0.01%	797

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

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

Synergy Investment Management sold out of Ciena (CIEN) in Q2 2026, closing a stake of 2 shares — an estimated $776 sold.

Synergy Investment Management first reported a position in CIEN in Q1 2026 and held it in 1 quarter. The position peaked at $776 in Q1 2026. 1,224 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

Synergy Investment Management reported no remaining Ciena position as of Q2 2026 after selling out during the quarter.
Synergy Investment Management sold 2 Ciena shares in Q2 2026, an estimated $776.
Synergy Investment Management first reported a position in Ciena in Q1 2026 and held it in 1 quarter.
Synergy Investment Management's Ciena position peaked at $776 in Q1 2026.
1,224 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.