Ethic Inc’s Lumentum LITE Stock Holding History

Ethic Inc’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	$6.45M	Buy	+7,513	New	+$6.7M	0.08%	246
2026 Q1	–	Sell	-8,540	Closed	-$3.15M	–	1286
2025 Q4	$3.15M	Sell	8,540 -399	-4%	-$102K	0.05%	363
2025 Q3	$1.45M	Sell	8,939 -3,725	-29%	-$465K	0.02%	527
2025 Q2	$1.2M	Buy	12,664 +3,090	+32%	+$219K	0.02%	564
2025 Q1	$609K	Buy	9,574 +4,323	+82%	+$333K	0.01%	724
2024 Q4	$441K	Buy	+5,251	New	+$409K	0.01%	841

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

Ethic Inc's LITE Position: Q2 2026 in Review

Ethic Inc opened a new position in Lumentum (LITE) in Q2 2026: 7,513 shares worth $6.45M. The stake represents 0.08% of the portfolio and ranks #246 among its holdings. This is a return to the name: Ethic Inc previously reported a position in LITE as recently as Q4 2025.

Ethic Inc first reported a position in LITE in Q4 2024 and has held it in 6 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Ethic Inc held 7,513 shares of Lumentum worth $6.45M as of Q2 2026.
Lumentum was a new Ethic Inc position in Q2 2026.
Lumentum made up 0.08% of Ethic Inc's portfolio in Q2 2026, its #246 holding.
Ethic Inc first reported a position in Lumentum in Q4 2024 and has held it in 6 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.