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Estate Counselors’s Lumentum LITE Stock Holding History

Estate Counselors’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 		$1.75M Sell
2,044
-799
-28% -$713K 0.15% 60
2026
Q1 		$2M Sell
2,843
-8,657
-75% -$4.76M 0.18% 40
2025
Q4 		$4.24M Buy
+11,500
New +$2.95M 0.35% 47

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

Estate Counselors's LITE Position: Q2 2026 in Review

Estate Counselors reduced its Lumentum (LITE) stake by 28% in Q2 2026, selling an estimated $713K and leaving 2,044 shares worth $1.75M. The position accounts for 0.15% of the portfolio, ranked #60.

Estate Counselors first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.24M in Q4 2025. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Estate Counselors held 2,044 shares of Lumentum worth $1.75M as of Q2 2026.
  • Estate Counselors sold 799 Lumentum shares in Q2 2026, an estimated $713K.
  • Lumentum made up 0.15% of Estate Counselors's portfolio in Q2 2026, its #60 holding.
  • Estate Counselors first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • Estate Counselors's Lumentum position peaked at $4.24M in Q4 2025.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.