Dynamic Advisor Solutions’s Lumentum LITE Stock Holding History

Dynamic Advisor Solutions’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	–	Sell	-349	Closed	-$245K	–	1071
2026 Q1	$245K	Buy	+349	New	+$192K	0.01%	868

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

Dynamic Advisor Solutions's LITE Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of Lumentum (LITE) in Q2 2026, closing a stake of 349 shares — an estimated $245K sold.

Dynamic Advisor Solutions first reported a position in LITE in Q1 2026 and held it in 1 quarter. The position peaked at $245K in Q1 2026. 1,311 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Dynamic Advisor Solutions reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
Dynamic Advisor Solutions sold 349 Lumentum shares in Q2 2026, an estimated $245K.
Dynamic Advisor Solutions first reported a position in Lumentum in Q1 2026 and held it in 1 quarter.
Dynamic Advisor Solutions's Lumentum position peaked at $245K in Q1 2026.
1,311 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.