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Foundations Investment Advisors’s Lumentum LITE Stock Holding History

Foundations Investment 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 		$598K Buy
+697
New +$622K 0.01% 728

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

Foundations Investment Advisors's LITE Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Lumentum (LITE) in Q2 2026: 697 shares worth $598K. The stake represents 0.01% of the portfolio and ranks #728 among its holdings.

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

  • Foundations Investment Advisors held 697 shares of Lumentum worth $598K as of Q2 2026.
  • Lumentum was a new Foundations Investment Advisors position in Q2 2026.
  • Lumentum made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #728 holding.
  • 1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.