Caerus Investment Advisors’s Lumentum LITE Stock Holding History

Caerus 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	$446K	Buy	520 +28	+6%	+$25K	0.15%	127
2026 Q1	$346K	Buy	+492	New	+$270K	0.14%	143

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

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

Caerus Investment Advisors increased its Lumentum (LITE) stake by 5.7% in Q2 2026, buying an estimated $25K and bringing the position to 520 shares worth $446K. The position accounts for 0.15% of the portfolio, ranked #127.

Caerus Investment Advisors first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Caerus Investment Advisors held 520 shares of Lumentum worth $446K as of Q2 2026.
Caerus Investment Advisors bought 28 Lumentum shares in Q2 2026, an estimated $25K.
Lumentum made up 0.15% of Caerus Investment Advisors's portfolio in Q2 2026, its #127 holding.
Caerus Investment Advisors first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.