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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
Q2 		$864K Buy
1,762
+40
+2% +$20.4K 0.01% 946
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 $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 $3.38T AUM 44.17% 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

Waverly Advisors's CIEN Position: Q2 2026 in Review

Waverly Advisors increased its Ciena (CIEN) stake by 2.3% in Q2 2026, buying an estimated $20.4K and bringing the position to 1,762 shares worth $864K. The position accounts for 0.01% of the portfolio, ranked #946.

Waverly Advisors first reported a position in CIEN in Q1 2015 and has held it in 5 quarters since. 1,226 funds tracked by Wall St. Rank hold CIEN as of Q2 2026.

  • Waverly Advisors held 1,762 shares of Ciena worth $864K as of Q2 2026.
  • Waverly Advisors bought 40 Ciena shares in Q2 2026, an estimated $20.4K.
  • Ciena made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #946 holding.
  • Waverly Advisors first reported a position in Ciena in Q1 2015 and has held it in 5 quarters since.
  • 1,226 funds tracked by Wall St. Rank held Ciena as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.