EWM
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Evermay Wealth Management’s Lumentum LITE Stock Holding History

Evermay Wealth Management’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 		$8.58K Buy
+10
New +$8.92K ﹤0.01% 524

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Evermay Wealth Management's LITE Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Lumentum (LITE) in Q2 2026: 10 shares worth $8.58K. The stake represents ﹤0.01% of the portfolio and ranks #524 among its holdings.

360 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Evermay Wealth Management held 10 shares of Lumentum worth $8.58K as of Q2 2026.
  • Lumentum was a new Evermay Wealth Management position in Q2 2026.
  • Lumentum made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #524 holding.
  • 360 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.