Legacy Financial Advisors
LITE icon

Legacy Financial Advisors’s Lumentum LITE Stock Holding History

Legacy Financial Advisors’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
Q3 		$315K Sell
324
-100
-24% -$84.6K 0.04% 325
2026
Q2 		$364K Buy
424
+85
+25% +$75.8K 0.04% 306
2026
Q1 		$238K Buy
+339
New +$186K 0.03% 364

Other funds holding LITE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Legacy Financial Advisors's LITE Position: Q3 2026 in Review

Legacy Financial Advisors reduced its Lumentum (LITE) stake by 24% in Q3 2026, selling an estimated $84.6K and leaving 324 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #325.

Legacy Financial Advisors first reported a position in LITE in Q1 2026 and has held it in 3 quarters since. The position peaked at $364K in Q2 2026. 1,153 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Legacy Financial Advisors held 324 shares of Lumentum worth $315K as of Q3 2026.
  • Legacy Financial Advisors sold 100 Lumentum shares in Q3 2026, an estimated $84.6K.
  • Lumentum made up 0.04% of Legacy Financial Advisors's portfolio in Q3 2026, its #325 holding.
  • Legacy Financial Advisors first reported a position in Lumentum in Q1 2026 and has held it in 3 quarters since.
  • Legacy Financial Advisors's Lumentum position peaked at $364K in Q2 2026.
  • 1,153 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Legacy Financial Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.