ACT Capital Management’s Lumentum LITE Stock Holding History

ACT Capital Management’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	–	Sell	-900	Closed	-$632K	–	68
2026 Q1	$632K	Buy	+900	New	+$494K	0.5%	22

Other funds holding LITE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

ACT Capital Management's LITE Position: Q2 2026 in Review

ACT Capital Management sold out of Lumentum (LITE) in Q2 2026, closing a stake of 900 shares — an estimated $632K sold.

ACT Capital Management first reported a position in LITE in Q1 2026 and held it in 1 quarter. The position peaked at $632K in Q1 2026. 469 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

ACT Capital Management reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
ACT Capital Management sold 900 Lumentum shares in Q2 2026, an estimated $632K.
ACT Capital Management first reported a position in Lumentum in Q1 2026 and held it in 1 quarter.
ACT Capital Management's Lumentum position peaked at $632K in Q1 2026.
469 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on ACT Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.