IAA
LITE icon

Independent Advisor Alliance’s Lumentum LITE Stock Holding History

Independent Advisor Alliance’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 		$1M Buy
1,167
+350
+43% +$312K 0.02% 461
2026
Q1 		$574K Buy
817
+223
+38% +$123K 0.01% 1052
2025
Q4 		$219K Buy
+594
New +$153K 0.01% 908
2022
Q2 		– Sell
-2,723
Closed -$266K – 667
2022
Q1 		$266K Buy
+2,723
New +$266K 0.01% 527

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's LITE Position: Q2 2026 in Review

Independent Advisor Alliance increased its Lumentum (LITE) stake by 43% in Q2 2026, buying an estimated $312K and bringing the position to 1,167 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #461.

Independent Advisor Alliance first reported a position in LITE in Q1 2022 and has held it in 4 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Independent Advisor Alliance held 1,167 shares of Lumentum worth $1M as of Q2 2026.
  • Independent Advisor Alliance bought 350 Lumentum shares in Q2 2026, an estimated $312K.
  • Lumentum made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #461 holding.
  • Independent Advisor Alliance first reported a position in Lumentum in Q1 2022 and has held it in 4 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.