EPW
LITE icon

Evolve Private Wealth’s Lumentum LITE Stock Holding History

Evolve Private Wealth’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 		$243K Sell
283
-100
-26% -$89.2K 0.01% 841
2026
Q1 		$269K Buy
+383
New +$210K 0.01% 824

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Evolve Private Wealth's LITE Position: Q2 2026 in Review

Evolve Private Wealth reduced its Lumentum (LITE) stake by 26% in Q2 2026, selling an estimated $89.2K and leaving 283 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #841.

Evolve Private Wealth first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. The position peaked at $269K in Q1 2026. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Evolve Private Wealth held 283 shares of Lumentum worth $243K as of Q2 2026.
  • Evolve Private Wealth sold 100 Lumentum shares in Q2 2026, an estimated $89.2K.
  • Lumentum made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #841 holding.
  • Evolve Private Wealth first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • Evolve Private Wealth's Lumentum position peaked at $269K in Q1 2026.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.