HBK Sorce Advisory’s Lumentum LITE Stock Holding History

HBK Sorce 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	$232K	Sell	281 -3	-1%	-$2.68K	﹤0.01%	579
2026 Q1	$257K	Buy	+284	New	+$156K	0.01%	530

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 $3.38T AUM 44.17% 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

HBK Sorce Advisory's LITE Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Lumentum (LITE) stake by 1.1% in Q2 2026, selling an estimated $2.68K and leaving 281 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

HBK Sorce Advisory first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. The position peaked at $257K in Q1 2026. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

HBK Sorce Advisory held 281 shares of Lumentum worth $232K as of Q2 2026.
HBK Sorce Advisory sold 3 Lumentum shares in Q2 2026, an estimated $2.68K.
Lumentum made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #579 holding.
HBK Sorce Advisory first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
HBK Sorce Advisory's Lumentum position peaked at $257K in Q1 2026.
1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.