Valeo Financial Advisors’s Ciena CIEN Stock Holding History

Valeo Financial 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	$514K	Buy	1,047 +112	+12%	+$57.1K	0.01%	443
2026 Q1	$363K	Buy	+935	New	+$286K	0.01%	488
2021 Q2	–	Sell	-327	Closed	-$18K	–	746
2021 Q1	$18K	Sell	327 -71	-18%	-$3.82K	﹤0.01%	1196
2020 Q4	$21K	Buy	398 +71	+22%	+$3.15K	﹤0.01%	1011
2020 Q3	$13K	Sell	327 -1,227	-79%	-$64.6K	﹤0.01%	1020
2020 Q2	$84K	Hold	1,554	–	–	0.01%	559
2020 Q1	$72K	Buy	1,554 +69	+5%	+$2.83K	0.01%	500
2019 Q4	$63K	Sell	1,485 -17	-1%	-$648	0.01%	564
2019 Q3	$59K	Sell	1,502 -128	-8%	-$5.37K	0.01%	547
2019 Q2	$67K	Sell	1,630 -138	-8%	-$5.31K	0.01%	524
2019 Q1	$66K	Buy	1,768 +783	+79%	+$30.4K	0.01%	504
2018 Q4	$33K	Hold	985	–	–	﹤0.01%	592
2018 Q3	$31K	Hold	985	–	–	﹤0.01%	651
2018 Q2	$26K	Hold	985	–	–	﹤0.01%	686
2018 Q1	$26K	Buy	+985	New	+$23.2K	﹤0.01%	643

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

Valeo Financial Advisors's CIEN Position: Q2 2026 in Review

Valeo Financial Advisors increased its Ciena (CIEN) stake by 12% in Q2 2026, buying an estimated $57.1K and bringing the position to 1,047 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #443.

Valeo Financial Advisors first reported a position in CIEN in Q1 2018 and has held it in 15 quarters since. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

Valeo Financial Advisors held 1,047 shares of Ciena worth $514K as of Q2 2026.
Valeo Financial Advisors bought 112 Ciena shares in Q2 2026, an estimated $57.1K.
Ciena made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #443 holding.
Valeo Financial Advisors first reported a position in Ciena in Q1 2018 and has held it in 15 quarters since.
1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.