Callan Family Office’s Lumentum LITE Stock Holding History

Callan Family Office’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	$2.3M	Sell	2,677 -428	-14%	-$382K	0.04%	352
2026 Q1	$2.18M	Sell	3,105 -109	-3%	-$59.9K	0.05%	332
2025 Q4	$1.18M	Buy	3,214 +1,474	+85%	+$379K	0.03%	506
2025 Q3	$283K	Sell	1,740 -627	-26%	-$78.2K	0.01%	731
2025 Q2	$225K	Buy	+2,367	New	+$168K	0.01%	863

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 $3.38T AUM 44.17% 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

Callan Family Office's LITE Position: Q2 2026 in Review

Callan Family Office reduced its Lumentum (LITE) stake by 14% in Q2 2026, selling an estimated $382K and leaving 2,677 shares worth $2.3M. The position accounts for 0.04% of the portfolio, ranked #352.

Callan Family Office first reported a position in LITE in Q2 2025 and has held it in 5 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Callan Family Office held 2,677 shares of Lumentum worth $2.3M as of Q2 2026.
Callan Family Office sold 428 Lumentum shares in Q2 2026, an estimated $382K.
Lumentum made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #352 holding.
Callan Family Office first reported a position in Lumentum in Q2 2025 and has held it in 5 quarters since.
1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.