Financial Perspectives’s Lumentum LITE Stock Holding History

Financial Perspectives’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 Q3	$64.1K	Hold	66	–	–	0.01%	304
2026 Q2	$56.6K	Hold	66	–	–	0.01%	315
2026 Q1	$46.4K	Hold	66	–	–	0.01%	320
2025 Q4	$24.3K	Hold	66	–	–	0.01%	408
2025 Q3	$10.7K	Hold	66	–	–	﹤0.01%	515
2025 Q2	$6.27K	Hold	66	–	–	﹤0.01%	557
2025 Q1	$4.11K	Hold	66	–	–	﹤0.01%	581
2024 Q4	$5.54K	Hold	66	–	–	﹤0.01%	558
2024 Q3	$4.18K	Hold	66	–	–	﹤0.01%	533
2024 Q2	$3.36K	Hold	66	–	–	﹤0.01%	540
2024 Q1	$3.12K	Hold	66	–	–	﹤0.01%	542
2023 Q4	$3.46K	Hold	66	–	–	﹤0.01%	552
2023 Q3	$2.98K	Hold	66	–	–	﹤0.01%	559
2023 Q2	$3.74K	Hold	66	–	–	﹤0.01%	539
2023 Q1	$3.56K	Hold	66	–	–	﹤0.01%	542
2022 Q4	$3.44K	Hold	66	–	–	﹤0.01%	546
2022 Q3	$4.53K	Hold	66	–	–	﹤0.01%	514
2022 Q2	$5.24K	Hold	66	–	–	﹤0.01%	510
2022 Q1	$6.44K	Hold	66	–	–	﹤0.01%	514
2021 Q4	$6.98K	Hold	66	–	–	﹤0.01%	479
2021 Q3	$5.51K	Hold	66	–	–	﹤0.01%	506
2021 Q2	$5.41K	Hold	66	–	–	﹤0.01%	530
2021 Q1	$6.03K	Hold	66	–	–	﹤0.01%	487
2020 Q4	$6.26K	Hold	66	–	–	﹤0.01%	451
2020 Q3	$4.96K	Hold	66	–	–	﹤0.01%	424
2020 Q2	$5.37K	Hold	66	–	–	﹤0.01%	406
2020 Q1	$4.86K	Hold	66	–	–	﹤0.01%	384
2019 Q4	$5.23K	Buy	+66	New	+$4.32K	﹤0.01%	386

Other funds holding LITE

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Financial Perspectives's LITE Position: Q3 2026 in Review

Financial Perspectives held its Lumentum (LITE) position steady in Q3 2026 at 66 shares worth $64.1K. The position accounts for 0.01% of the portfolio, ranked #304.

Financial Perspectives first reported a position in LITE in Q4 2019 and has held it in 28 quarters since. 833 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

Financial Perspectives held 66 shares of Lumentum worth $64.1K as of Q3 2026.
Financial Perspectives left its Lumentum share count unchanged in Q3 2026.
Lumentum made up 0.01% of Financial Perspectives's portfolio in Q3 2026, its #304 holding.
Financial Perspectives first reported a position in Lumentum in Q4 2019 and has held it in 28 quarters since.
833 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.