EverSource Wealth Advisors’s Lumentum LITE Stock Holding History

EverSource Wealth Advisors’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	$463K	Buy	540 +125	+30%	+$112K	0.02%	586
2026 Q1	$292K	Buy	415 +303	+271%	+$166K	0.01%	859
2025 Q4	$41.3K	Sell	112 -55	-33%	-$14.1K	﹤0.01%	1881
2025 Q3	$27.2K	Buy	167 +131	+364%	+$16.3K	﹤0.01%	2131
2025 Q2	$3.42K	Buy	36 +27	+300%	+$1.92K	﹤0.01%	3308
2025 Q1	$561	Sell	9 -1	-10%	-$77	﹤0.01%	3416
2024 Q4	$840	Buy	+10	New	+$779	﹤0.01%	3023
2024 Q2	–	Sell	-4	Closed	-$175	–	3111
2024 Q1	$175	Buy	+4	New	+$203	﹤0.01%	2805
2023 Q4	–	Sell	-24	Closed	-$1.08K	–	2701
2023 Q3	$1.08K	Sell	24 -6	-20%	-$305	﹤0.01%	2172
2023 Q2	$1.7K	Sell	30 -177	-86%	-$8.85K	﹤0.01%	2073
2023 Q1	$11.2K	Hold	207	–	–	﹤0.01%	1309
2022 Q4	$10.8K	Buy	+207	New	+$12.7K	﹤0.01%	1304
2022 Q2	–	Sell	-95	Closed	-$9K	–	1812
2022 Q1	$9K	Hold	95	–	–	﹤0.01%	1024
2021 Q4	$10K	Buy	+95	New	+$8.65K	﹤0.01%	965

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

EverSource Wealth Advisors's LITE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Lumentum (LITE) stake by 30% in Q2 2026, buying an estimated $112K and bringing the position to 540 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #586.

EverSource Wealth Advisors first reported a position in LITE in Q4 2021 and has held it in 14 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

EverSource Wealth Advisors held 540 shares of Lumentum worth $463K as of Q2 2026.
EverSource Wealth Advisors bought 125 Lumentum shares in Q2 2026, an estimated $112K.
Lumentum made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #586 holding.
EverSource Wealth Advisors first reported a position in Lumentum in Q4 2021 and has held it in 14 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.