Envestnet Portfolio Solutions
LITE icon

Envestnet Portfolio Solutions’s Lumentum LITE Stock Holding History

Envestnet Portfolio 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 		$337K Buy
+393
New +$351K ﹤0.01% 1128
2025
Q1 		– Sell
-4,383
Closed -$368K – 1692
2024
Q4 		$368K Buy
4,383
+556
+15% +$43.3K ﹤0.01% 1392
2024
Q3 		$243K Sell
3,827
-7,997
-68% -$433K ﹤0.01% 1548
2024
Q2 		$602K Buy
11,824
+2,762
+30% +$125K ﹤0.01% 1057
2024
Q1 		$429K Buy
9,062
+901
+11% +$45.8K ﹤0.01% 1182
2023
Q4 		$428K Sell
8,161
-372
-4% -$16.2K ﹤0.01% 1113
2023
Q3 		$386K Buy
+8,533
New +$433K ﹤0.01% 1101

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Envestnet Portfolio Solutions's LITE Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in Lumentum (LITE) in Q2 2026: 393 shares worth $337K. The stake represents ﹤0.01% of the portfolio and ranks #1128 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in LITE as recently as Q4 2024.

Envestnet Portfolio Solutions first reported a position in LITE in Q3 2023 and has held it in 7 quarters since. The position peaked at $602K in Q2 2024. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Envestnet Portfolio Solutions held 393 shares of Lumentum worth $337K as of Q2 2026.
  • Lumentum was a new Envestnet Portfolio Solutions position in Q2 2026.
  • Lumentum made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1128 holding.
  • Envestnet Portfolio Solutions first reported a position in Lumentum in Q3 2023 and has held it in 7 quarters since.
  • Envestnet Portfolio Solutions's Lumentum position peaked at $602K in Q2 2024.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.