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Wealthspire Advisors (New York)’s Ciena CIEN Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-1,204
Closed -$282K – 961
2025
Q4 		$282K Buy
1,204
+668
+125% +$130K ﹤0.01% 827
2025
Q3 		$78.1K Buy
+536
New +$54.6K ﹤0.01% 1093

Other funds holding CIEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.56T 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s CIEN Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Ciena (CIEN) in Q1 2026, closing a stake of 1,204 shares — an estimated $282K sold.

Wealthspire Advisors (New York) first reported a position in CIEN in Q3 2025 and held it in 2 quarters. The position peaked at $282K in Q4 2025. 1,082 funds tracked by Wall St. Rank hold CIEN as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Ciena position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,204 Ciena shares in Q1 2026, an estimated $282K.
  • Wealthspire Advisors (New York) first reported a position in Ciena in Q3 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Ciena position peaked at $282K in Q4 2025.
  • 1,082 funds tracked by Wall St. Rank held Ciena as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.