Evolution Wealth Advisors’s Lumentum LITE Stock Holding History

Evolution 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	$212K	Buy	+247	New	+$220K	0.02%	172

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

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

Evolution Wealth Advisors opened a new position in Lumentum (LITE) in Q2 2026: 247 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #172 among its holdings.

1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Evolution Wealth Advisors held 247 shares of Lumentum worth $212K as of Q2 2026.
Lumentum was a new Evolution Wealth Advisors position in Q2 2026.
Lumentum made up 0.02% of Evolution Wealth Advisors's portfolio in Q2 2026, its #172 holding.
1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.