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Bell Investment Advisors’s Lumentum LITE Stock Holding History

Bell Investment 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 		$20.6K Hold
24
– – ﹤0.01% 461
2026
Q1 		$16.9K Sell
24
-1
-4% -$549 ﹤0.01% 493
2025
Q4 		$9.21K Buy
25
+15
+150% +$3.85K ﹤0.01% 723
2025
Q3 		$1.63K Hold
10
– – ﹤0.01% 1398
2025
Q2 		$951 Hold
10
– – ﹤0.01% 1601
2025
Q1 		$624 Sell
10
-6
-38% -$462 ﹤0.01% 1688
2024
Q4 		$1.34K Buy
16
+6
+60% +$468 ﹤0.01% 1488
2024
Q3 		$634 Hold
10
– – ﹤0.01% 1721
2024
Q2 		$510 Buy
+10
New +$453 ﹤0.01% 1813
2024
Q1 		– Sell
-10
Closed -$525 – 1930
2023
Q4 		$525 Sell
10
-23
-70% -$1K ﹤0.01% 1816
2023
Q3 		$1.49K Sell
33
-9
-21% -$457 ﹤0.01% 1413
2023
Q2 		$2.38K Buy
42
+27
+180% +$1.35K ﹤0.01% 1212
2023
Q1 		$811 Sell
15
-9
-38% -$502 ﹤0.01% 1638
2022
Q4 		$1.25K Buy
24
+12
+100% +$737 ﹤0.01% 1488
2022
Q3 		$1K Sell
12
-5
-29% -$414 ﹤0.01% 1469
2022
Q2 		$1K Buy
+17
New +$1.45K ﹤0.01% 1485
2021
Q4 		$1K Hold
11
– – ﹤0.01% 1502
2021
Q3 		$1K Buy
+11
New +$922 ﹤0.01% 1451

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bell Investment Advisors's LITE Position: Q2 2026 in Review

Bell Investment Advisors held its Lumentum (LITE) position steady in Q2 2026 at 24 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Bell Investment Advisors first reported a position in LITE in Q3 2021 and has held it in 18 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Bell Investment Advisors held 24 shares of Lumentum worth $20.6K as of Q2 2026.
  • Bell Investment Advisors left its Lumentum share count unchanged in Q2 2026.
  • Lumentum made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #461 holding.
  • Bell Investment Advisors first reported a position in Lumentum in Q3 2021 and has held it in 18 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.