Catalyst Financial Partners’s Lumentum LITE Stock Holding History

Catalyst Financial 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	$426K	Buy	496 +41	+9%	+$36.6K	0.04%	250
2026 Q1	$320K	Buy	+455	New	+$250K	0.04%	278

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

Catalyst Financial Partners's LITE Position: Q2 2026 in Review

Catalyst Financial Partners increased its Lumentum (LITE) stake by 9% in Q2 2026, buying an estimated $36.6K and bringing the position to 496 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #250.

Catalyst Financial Partners 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.

Catalyst Financial Partners held 496 shares of Lumentum worth $426K as of Q2 2026.
Catalyst Financial Partners bought 41 Lumentum shares in Q2 2026, an estimated $36.6K.
Lumentum made up 0.04% of Catalyst Financial Partners's portfolio in Q2 2026, its #250 holding.
Catalyst Financial Partners 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 Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.