Horizon Investments’s Lumentum LITE Stock Holding History

Horizon Investments’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	$2.76M	Buy	3,215 +1,908	+146%	+$1.7M	0.03%	432
2026 Q1	$919K	Buy	+1,307	New	+$718K	0.01%	676

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

Horizon Investments's LITE Position: Q2 2026 in Review

Horizon Investments increased its Lumentum (LITE) stake by 146% in Q2 2026, buying an estimated $1.7M and bringing the position to 3,215 shares worth $2.76M. The position accounts for 0.03% of the portfolio, ranked #432.

Horizon Investments first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Horizon Investments held 3,215 shares of Lumentum worth $2.76M as of Q2 2026.
Horizon Investments bought 1,908 Lumentum shares in Q2 2026, an estimated $1.7M.
Lumentum made up 0.03% of Horizon Investments's portfolio in Q2 2026, its #432 holding.
Horizon Investments first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.