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Concurrent Investment Advisors’s Lumentum LITE Stock Holding History

Concurrent 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 		$3.76M Buy
4,388
+170
+4% +$152K 0.03% 519
2026
Q1 		$2.96M Buy
4,218
+2,964
+236% +$1.63M 0.03% 491
2025
Q4 		$462K Buy
+1,254
New +$322K 0.01% 1181

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Lumentum (LITE) stake by 4% in Q2 2026, buying an estimated $152K and bringing the position to 4,388 shares worth $3.76M. The position accounts for 0.03% of the portfolio, ranked #519.

Concurrent Investment Advisors first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 477 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Concurrent Investment Advisors held 4,388 shares of Lumentum worth $3.76M as of Q2 2026.
  • Concurrent Investment Advisors bought 170 Lumentum shares in Q2 2026, an estimated $152K.
  • Lumentum made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #519 holding.
  • Concurrent Investment Advisors first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • 477 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.