Arax Advisory Partners’s Lumentum LITE Stock Holding History

Arax Advisory Partners’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	$2.65M	Buy	3,094 +2,033	+192%	+$1.81M	0.02%	710
2026 Q1	$779K	Buy	1,061 +111	+12%	+$61K	0.02%	490
2025 Q4	$350K	Buy	950 +412	+77%	+$106K	0.01%	756
2025 Q3	$87.5K	Sell	538 -154	-22%	-$19.2K	﹤0.01%	1581
2025 Q2	$65.8K	Sell	692 -13	-2%	-$922	﹤0.01%	1114
2025 Q1	$44K	Buy	705 +605	+605%	+$46.6K	﹤0.01%	996
2024 Q4	$8.39K	Hold	100	–	–	﹤0.01%	1546
2024 Q3	$6.34K	Hold	100	–	–	﹤0.01%	1616
2024 Q2	$5.09K	Hold	100	–	–	﹤0.01%	1586
2024 Q1	$4.74K	Hold	100	–	–	﹤0.01%	911
2023 Q4	$5.24K	Hold	100	–	–	﹤0.01%	879
2023 Q3	$4.52K	Hold	100	–	–	﹤0.01%	896
2023 Q2	$5.67K	Hold	100	–	–	﹤0.01%	840
2023 Q1	$5.4K	Hold	100	–	–	﹤0.01%	828
2022 Q4	$5.22K	Hold	100	–	–	﹤0.01%	788
2022 Q3	$7K	Sell	100 -7	-7%	-$580	﹤0.01%	716
2022 Q2	$8K	Hold	107	–	–	﹤0.01%	685
2022 Q1	$10K	Hold	107	–	–	﹤0.01%	657
2021 Q4	$11K	Hold	107	–	–	﹤0.01%	635
2021 Q3	$9K	Buy	107 +7	+7%	+$587	﹤0.01%	660
2021 Q2	$8K	Buy	+100	New	+$8.41K	﹤0.01%	688
2020 Q4	$9K	Hold	100	–	–	﹤0.01%	581
2020 Q3	$8K	Hold	100	–	–	﹤0.01%	565
2020 Q2	$8K	Hold	100	–	–	﹤0.01%	558
2020 Q1	$7K	Hold	100	–	–	﹤0.01%	551
2019 Q4	$8K	Hold	100	–	–	﹤0.01%	484
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	513
2019 Q2	$5K	Buy	+100	New	+$5.33K	﹤0.01%	516
2018 Q4	$4K	Buy	+100	New	+$4.92K	﹤0.01%	502

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

Arax Advisory Partners's LITE Position: Q2 2026 in Review

Arax Advisory Partners increased its Lumentum (LITE) stake by 192% in Q2 2026, buying an estimated $1.81M and bringing the position to 3,094 shares worth $2.65M. The position accounts for 0.02% of the portfolio, ranked #710.

Arax Advisory Partners first reported a position in LITE in Q4 2018 and has held it in 29 quarters since. 1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Arax Advisory Partners held 3,094 shares of Lumentum worth $2.65M as of Q2 2026.
Arax Advisory Partners bought 2,033 Lumentum shares in Q2 2026, an estimated $1.81M.
Lumentum made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #710 holding.
Arax Advisory Partners first reported a position in Lumentum in Q4 2018 and has held it in 29 quarters since.
1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.