180 Wealth Advisors’s Lumentum LITE Stock Holding History

180 Wealth Advisors’s Portfolio LITE Stock Details LITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.33M	Hold	1,553	–	–	0.13%	165
2026 Q1	$1.09M	Buy	1,553 +44	+3%	+$24.2K	0.12%	181
2025 Q4	$556K	Sell	1,509 -83	-5%	-$21.3K	0.06%	254
2025 Q3	$259K	Buy	+1,592	New	+$199K	0.03%	391
2023 Q1	–	Sell	-9,898	Closed	-$593K	–	378
2022 Q4	$593K	Buy	9,898 +5,564	+128%	+$342K	0.14%	161
2022 Q3	$297K	Sell	4,334 -97	-2%	-$8.04K	0.08%	245
2022 Q2	$345K	Sell	4,431 -361	-8%	-$30.8K	0.09%	223
2022 Q1	$417K	Sell	4,792 -201	-4%	-$19.7K	0.09%	208
2021 Q4	$487K	Buy	4,993 +822	+20%	+$74.8K	0.11%	179
2021 Q3	$355K	Buy	4,171 +229	+6%	+$19.2K	0.08%	249
2021 Q2	$315K	Buy	+3,942	New	+$331K	0.07%	264

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

180 Wealth Advisors's LITE Position: Q2 2026 in Review

180 Wealth Advisors held its Lumentum (LITE) position steady in Q2 2026 at 1,553 shares worth $1.33M. The position accounts for 0.13% of the portfolio, ranked #165.

180 Wealth Advisors first reported a position in LITE in Q2 2021 and has held it in 11 quarters since. 1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

180 Wealth Advisors held 1,553 shares of Lumentum worth $1.33M as of Q2 2026.
180 Wealth Advisors left its Lumentum share count unchanged in Q2 2026.
Lumentum made up 0.13% of 180 Wealth Advisors's portfolio in Q2 2026, its #165 holding.
180 Wealth Advisors first reported a position in Lumentum in Q2 2021 and has held it in 11 quarters since.
1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.