Arkadios Wealth Advisors’s Lumentum LITE Stock Holding History

Arkadios 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	$376K	Buy	+438	New	+$391K	0.01%	1275
2021 Q4	–	Sell	-48	Closed	-$4K	–	1259
2021 Q3	$4K	Hold	48	–	–	﹤0.01%	1654
2021 Q2	$3K	Buy	+48	New	+$4.04K	﹤0.01%	1820
2020 Q4	–	Sell	-48	Closed	-$3.97K	–	1421
2020 Q3	$3.97K	Buy	+48	New	+$3.98K	﹤0.01%	878

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

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

Arkadios Wealth Advisors opened a new position in Lumentum (LITE) in Q2 2026: 438 shares worth $376K. The stake represents 0.01% of the portfolio and ranks #1275 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in LITE as recently as Q3 2021.

Arkadios Wealth Advisors first reported a position in LITE in Q3 2020 and has held it in 4 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Arkadios Wealth Advisors held 438 shares of Lumentum worth $376K as of Q2 2026.
Lumentum was a new Arkadios Wealth Advisors position in Q2 2026.
Lumentum made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1275 holding.
Arkadios Wealth Advisors first reported a position in Lumentum in Q3 2020 and has held it in 4 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.