Cooper Financial Group’s Lumentum LITE Stock Holding History

Cooper Financial Group’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	$253K	Sell	295 -6	-2%	-$5.35K	0.02%	381
2026 Q1	$212K	Buy	+301	New	+$165K	0.02%	404

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

Cooper Financial Group's LITE Position: Q2 2026 in Review

Cooper Financial Group reduced its Lumentum (LITE) stake by 2% in Q2 2026, selling an estimated $5.35K and leaving 295 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #381.

Cooper Financial Group first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Cooper Financial Group held 295 shares of Lumentum worth $253K as of Q2 2026.
Cooper Financial Group sold 6 Lumentum shares in Q2 2026, an estimated $5.35K.
Lumentum made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #381 holding.
Cooper Financial Group first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.