CVA Family Office’s Lumentum LITE Stock Holding History

CVA 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	$55.8K	Buy	65 +55	+550%	+$49.1K	0.01%	584
2026 Q1	$7.03K	Buy	+10	New	+$5.49K	﹤0.01%	1113
2023 Q2	–	Sell	-5	Closed	-$270	–	1046
2023 Q1	$270	Buy	+5	New	+$279	﹤0.01%	968
2021 Q3	–	Sell	-25	Closed	-$2K	–	639
2021 Q2	$2K	Buy	+25	New	+$2.1K	﹤0.01%	886

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

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

CVA Family Office increased its Lumentum (LITE) stake by 550% in Q2 2026, buying an estimated $49.1K and bringing the position to 65 shares worth $55.8K. The position accounts for 0.01% of the portfolio, ranked #584.

CVA Family Office first reported a position in LITE in Q2 2021 and has held it in 4 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

CVA Family Office held 65 shares of Lumentum worth $55.8K as of Q2 2026.
CVA Family Office bought 55 Lumentum shares in Q2 2026, an estimated $49.1K.
Lumentum made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #584 holding.
CVA Family Office first reported a position in Lumentum in Q2 2021 and has held it in 4 quarters since.
1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.