EWA LLC’s Lumentum LITE Stock Holding History

EWA LLC’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	$1.52M	Buy	1,774 +20	+1%	+$17.8K	0.28%	51
2026 Q1	$1.23M	Buy	1,754 +4	+0.2%	+$2.2K	0.28%	51
2025 Q4	$645K	Sell	1,750 -21	-1%	-$5.39K	0.16%	78
2025 Q3	$288K	Buy	+1,771	New	+$221K	0.08%	135

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

EWA LLC's LITE Position: Q2 2026 in Review

EWA LLC increased its Lumentum (LITE) stake by 1.1% in Q2 2026, buying an estimated $17.8K and bringing the position to 1,774 shares worth $1.52M. The position accounts for 0.28% of the portfolio, ranked #51.

EWA LLC first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

EWA LLC held 1,774 shares of Lumentum worth $1.52M as of Q2 2026.
EWA LLC bought 20 Lumentum shares in Q2 2026, an estimated $17.8K.
Lumentum made up 0.28% of EWA LLC's portfolio in Q2 2026, its #51 holding.
EWA LLC first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.