Balboa Wealth Partners’s Lumentum LITE Stock Holding History

Balboa Wealth 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	$239K	Buy	+279	New	+$249K	0.03%	395

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

Balboa Wealth Partners's LITE Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Lumentum (LITE) in Q2 2026: 279 shares worth $239K. The stake represents 0.03% of the portfolio and ranks #395 among its holdings.

1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Balboa Wealth Partners held 279 shares of Lumentum worth $239K as of Q2 2026.
Lumentum was a new Balboa Wealth Partners position in Q2 2026.
Lumentum made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #395 holding.
1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

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