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Bridgewater Associates’s Lumentum LITE Stock Holding History

Bridgewater Associates’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 		$16M Buy
18,629
+12,811
+220% +$11.4M 0.07% 250
2026
Q1 		$4.09M Sell
5,818
-14,952
-72% -$8.21M 0.02% 472
2025
Q4 		$7.66M Buy
20,770
+12,219
+143% +$3.14M 0.03% 418
2025
Q3 		$1.39M Buy
+8,551
New +$1.07M 0.01% 801
2023
Q4 		– Sell
-24,708
Closed -$1.12M – 779
2023
Q3 		$1.12M Sell
24,708
-17,230
-41% -$875K 0.01% 590
2023
Q2 		$2.38M Sell
41,938
-104,229
-71% -$5.21M 0.01% 437
2023
Q1 		$7.89M Sell
146,167
-72
-0% -$4.02K 0.05% 237
2022
Q4 		$7.63M Buy
146,239
+89,865
+159% +$5.52M 0.04% 284
2022
Q3 		$3.87M Buy
+56,374
New +$4.67M 0.02% 434

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 $3.37T AUM 44.26% 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

Bridgewater Associates's LITE Position: Q2 2026 in Review

Bridgewater Associates increased its Lumentum (LITE) stake by 220% in Q2 2026, buying an estimated $11.4M and bringing the position to 18,629 shares worth $16M. The position accounts for 0.07% of the portfolio, ranked #250.

Bridgewater Associates first reported a position in LITE in Q3 2022 and has held it in 9 quarters since. 1,311 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Bridgewater Associates held 18,629 shares of Lumentum worth $16M as of Q2 2026.
  • Bridgewater Associates bought 12,811 Lumentum shares in Q2 2026, an estimated $11.4M.
  • Lumentum made up 0.07% of Bridgewater Associates's portfolio in Q2 2026, its #250 holding.
  • Bridgewater Associates first reported a position in Lumentum in Q3 2022 and has held it in 9 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.