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Gladstone Institutional Advisory’s Lumentum LITE Stock Holding History

Gladstone Institutional Advisory’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 		$1.62M Buy
1,893
+110
+6% +$98.1K 0.05% 329
2026
Q1 		$1.25M Sell
1,783
-1,583
-47% -$870K 0.05% 335
2025
Q4 		$1.24M Buy
3,366
+2
+0.1% +$514 0.05% 329
2025
Q3 		$547K Buy
+3,364
New +$419K 0.02% 493

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

Gladstone Institutional Advisory's LITE Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Lumentum (LITE) stake by 6.2% in Q2 2026, buying an estimated $98.1K and bringing the position to 1,893 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #329.

Gladstone Institutional Advisory first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. 338 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Gladstone Institutional Advisory held 1,893 shares of Lumentum worth $1.62M as of Q2 2026.
  • Gladstone Institutional Advisory bought 110 Lumentum shares in Q2 2026, an estimated $98.1K.
  • Lumentum made up 0.05% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #329 holding.
  • Gladstone Institutional Advisory first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
  • 338 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.