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Waverly Advisors’s Ciena CIEN Stock Holding History

Waverly 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 		$669K Buy
1,722
+74
+4% +$22.6K 0.01% 953
2025
Q4 		$385K Buy
1,648
+125
+8% +$24.3K ﹤0.01% 1111
2025
Q3 		$222K Buy
+1,523
New +$155K ﹤0.01% 1170
2015
Q2 		– Sell
-14
Closed – – 364
2015
Q1 		$0 Buy
+14
New +$279 ﹤0.01% 347

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

Waverly Advisors's CIEN Position: Q1 2026 in Review

Waverly Advisors increased its Ciena (CIEN) stake by 4.5% in Q1 2026, buying an estimated $22.6K and bringing the position to 1,722 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #953.

Waverly Advisors first reported a position in CIEN in Q1 2015 and has held it in 4 quarters since. 1,080 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

  • Waverly Advisors held 1,722 shares of Ciena worth $669K as of Q1 2026.
  • Waverly Advisors bought 74 Ciena shares in Q1 2026, an estimated $22.6K.
  • Ciena made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #953 holding.
  • Waverly Advisors first reported a position in Ciena in Q1 2015 and has held it in 4 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.