Bay Harbor Wealth Management’s Lumentum LITE Stock Holding History

Bay Harbor Wealth 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	$1.72K	Buy	2 +1	+100%	+$892	﹤0.01%	697
2026 Q1	$702	Buy	+1	New	+$549	﹤0.01%	892

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

Bay Harbor Wealth Management's LITE Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Lumentum (LITE) stake by 100% in Q2 2026, buying an estimated $892 and bringing the position to 2 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Bay Harbor Wealth Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,311 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Bay Harbor Wealth Management held 2 shares of Lumentum worth $1.72K as of Q2 2026.
Bay Harbor Wealth Management bought 1 Lumentum share in Q2 2026, an estimated $892.
Lumentum made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #697 holding.
Bay Harbor Wealth Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,311 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.