Focus Partners Wealth
LITE icon

Focus Partners Wealth’s Lumentum LITE Stock Holding History

Focus Partners 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 		$7.26M Sell
8,520
-8,454
-50% -$7.54M 0.01% 815
2026
Q1 		$11.9M Sell
16,974
-5,868
-26% -$3.22M 0.01% 667
2025
Q4 		$8.42M Buy
22,842
+21,254
+1,338% +$5.46M 0.01% 761
2025
Q3 		$259K Buy
+1,588
New +$198K ﹤0.01% 1925

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 $3.37T AUM 44.26% 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

Focus Partners Wealth's LITE Position: Q2 2026 in Review

Focus Partners Wealth reduced its Lumentum (LITE) stake by 50% in Q2 2026, selling an estimated $7.54M and leaving 8,520 shares worth $7.26M. The position accounts for 0.01% of the portfolio, ranked #815.

Focus Partners Wealth first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.9M in Q1 2026. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Focus Partners Wealth held 8,520 shares of Lumentum worth $7.26M as of Q2 2026.
  • Focus Partners Wealth sold 8,454 Lumentum shares in Q2 2026, an estimated $7.54M.
  • Lumentum made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #815 holding.
  • Focus Partners Wealth first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's Lumentum position peaked at $11.9M in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

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