EC
LITE icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Estate Counselors's LITE Position: Q1 2026 in Review

Estate Counselors reduced its Lumentum (LITE) stake by 75% in Q1 2026, selling an estimated $4.76M and leaving 2,843 shares worth $2M. The position accounts for 0.18% of the portfolio, ranked #40.

Estate Counselors first reported a position in LITE in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.24M in Q4 2025. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Estate Counselors held 2,843 shares of Lumentum worth $2M as of Q1 2026.
  • Estate Counselors sold 8,657 Lumentum shares in Q1 2026, an estimated $4.76M.
  • Lumentum made up 0.18% of Estate Counselors's portfolio in Q1 2026, its #40 holding.
  • Estate Counselors first reported a position in Lumentum in Q4 2025 and has held it in 2 quarters since.
  • Estate Counselors's Lumentum position peaked at $4.24M in Q4 2025.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.