Beacon Pointe Advisors’s Lumentum LITE Stock Holding History

Beacon Pointe 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 Q1	$875K	Buy	+1,245	New	+$684K	﹤0.01%	1048

Other funds holding LITE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Beacon Pointe Advisors's LITE Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Lumentum (LITE) in Q1 2026: 1,245 shares worth $875K. The stake represents ﹤0.01% of the portfolio and ranks #1048 among its holdings.

1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

Beacon Pointe Advisors held 1,245 shares of Lumentum worth $875K as of Q1 2026.
Lumentum was a new Beacon Pointe Advisors position in Q1 2026.
Lumentum made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1048 holding.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.