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Kestra Private Wealth Services’s Lumentum LITE Stock Holding History

Kestra Private Wealth Services’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 		$1.1M Buy
1,279
+90
+8% +$80.3K 0.01% 852
2026
Q1 		$835K Buy
+1,189
New +$653K 0.01% 927

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Kestra Private Wealth Services's LITE Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Lumentum (LITE) stake by 7.6% in Q2 2026, buying an estimated $80.3K and bringing the position to 1,279 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #852.

Kestra Private Wealth Services first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 476 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Kestra Private Wealth Services held 1,279 shares of Lumentum worth $1.1M as of Q2 2026.
  • Kestra Private Wealth Services bought 90 Lumentum shares in Q2 2026, an estimated $80.3K.
  • Lumentum made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #852 holding.
  • Kestra Private Wealth Services first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • 476 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.