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Bouvel Investment Partners’s Lumentum LITE Stock Holding History

Bouvel Investment 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 		$7.4M Sell
8,621
-2,037
-19% -$1.82M 1.67% 23
2026
Q1 		$7.49M Buy
10,658
+298
+3% +$164K 2.17% 10
2025
Q4 		$3.82M Sell
10,360
-75
-0.7% -$19.3K 1.1% 38
2025
Q3 		$1.7M Buy
+10,435
New +$1.3M 0.52% 60

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Bouvel Investment Partners's LITE Position: Q2 2026 in Review

Bouvel Investment Partners reduced its Lumentum (LITE) stake by 19% in Q2 2026, selling an estimated $1.82M and leaving 8,621 shares worth $7.4M. The position accounts for 1.67% of the portfolio, ranked #23.

Bouvel Investment Partners first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.49M in Q1 2026. 185 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Bouvel Investment Partners held 8,621 shares of Lumentum worth $7.4M as of Q2 2026.
  • Bouvel Investment Partners sold 2,037 Lumentum shares in Q2 2026, an estimated $1.82M.
  • Lumentum made up 1.67% of Bouvel Investment Partners's portfolio in Q2 2026, its #23 holding.
  • Bouvel Investment Partners first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
  • Bouvel Investment Partners's Lumentum position peaked at $7.49M in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.