KP Management’s Lumentum LITE Stock Holding History

KP Management’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	$14.2M	Sell	16,500 -500	-3%	-$446K	2.66%	7
2026 Q1	$11.9M	Sell	17,000 -3,000	-15%	-$1.65M	2.92%	5
2025 Q4	$7.37M	Buy	+20,000	New	+$5.14M	2.04%	14

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 $3.37T AUM 44.26% 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

KP Management's LITE Position: Q2 2026 in Review

KP Management reduced its Lumentum (LITE) stake by 2.9% in Q2 2026, selling an estimated $446K and leaving 16,500 shares worth $14.2M. The position accounts for 2.66% of the portfolio, ranked #7.

KP Management first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

KP Management held 16,500 shares of Lumentum worth $14.2M as of Q2 2026.
KP Management sold 500 Lumentum shares in Q2 2026, an estimated $446K.
Lumentum made up 2.66% of KP Management's portfolio in Q2 2026, its #7 holding.
KP Management first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on KP Management's 13F filing for Q2 2026, filed 14 Aug 2026.