AF
LITE icon

Advisornet Financial’s Lumentum LITE Stock Holding History

Advisornet Financial’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
Q1 		$22.5K Buy
32
+9
+39% +$4.94K ﹤0.01% 1302
2025
Q4 		$8.48K Buy
23
+18
+360% +$4.62K ﹤0.01% 1596
2025
Q3 		$814 Sell
5
-117
-96% -$14.6K ﹤0.01% 1994
2025
Q2 		$11.6K Buy
+122
New +$8.66K ﹤0.01% 1434
2024
Q4 		– Sell
-25
Closed -$1.58K – 2136
2024
Q3 		$1.58K Sell
25
-45
-64% -$2.44K ﹤0.01% 1824
2024
Q2 		$3.56K Buy
70
+25
+56% +$1.13K ﹤0.01% 1526
2024
Q1 		$2.13K Buy
+45
New +$2.29K ﹤0.01% 1585
2023
Q4 		– Sell
-11
Closed -$497 – 2467
2023
Q3 		$497 Sell
11
-34
-76% -$1.73K ﹤0.01% 1983
2023
Q2 		$2.55K Sell
45
-7
-13% -$350 ﹤0.01% 1659
2023
Q1 		$2.81K Buy
52
+4
+8% +$223 ﹤0.01% 1615
2022
Q4 		$2.5K Buy
48
+13
+37% +$799 ﹤0.01% 1618
2022
Q3 		$2K Hold
35
– – ﹤0.01% 1682
2022
Q2 		$3K Buy
+35
New +$2.99K ﹤0.01% 1624
2021
Q1 		– Sell
-12
Closed -$1K – 1789
2020
Q4 		$1K Sell
12
-24
-67% -$2.07K ﹤0.01% 1608
2020
Q3 		$3K Sell
36
-457
-93% -$37.9K ﹤0.01% 1505
2020
Q2 		$40K Buy
493
+100
+25% +$7.62K ﹤0.01% 913
2020
Q1 		$29K Hold
393
– – ﹤0.01% 961
2019
Q4 		$31K Sell
393
-9
-2% -$589 ﹤0.01% 1048
2019
Q3 		$22K Buy
402
+9
+2% +$508 ﹤0.01% 1161
2019
Q2 		$21K Sell
393
-50
-11% -$2.67K ﹤0.01% 1040
2019
Q1 		$25K Buy
443
+12
+3% +$576 ﹤0.01% 939
2018
Q4 		$18K Buy
431
+22
+5% +$1.08K ﹤0.01% 955
2018
Q3 		$25K Buy
409
+2
+0.5% +$120 ﹤0.01% 900
2018
Q2 		$24K Hold
407
– – ﹤0.01% 904
2018
Q1 		$26K Hold
407
– – ﹤0.01% 870
2017
Q4 		$20K Buy
+407
New +$22.7K ﹤0.01% 863

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Advisornet Financial's LITE Position: Q1 2026 in Review

Advisornet Financial increased its Lumentum (LITE) stake by 39% in Q1 2026, buying an estimated $4.94K and bringing the position to 32 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Advisornet Financial first reported a position in LITE in Q4 2017 and has held it in 26 quarters since. The position peaked at $40K in Q2 2020. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Advisornet Financial held 32 shares of Lumentum worth $22.5K as of Q1 2026.
  • Advisornet Financial bought 9 Lumentum shares in Q1 2026, an estimated $4.94K.
  • Lumentum made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1302 holding.
  • Advisornet Financial first reported a position in Lumentum in Q4 2017 and has held it in 26 quarters since.
  • Advisornet Financial's Lumentum position peaked at $40K in Q2 2020.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.