Lido Advisors’s Lumentum LITE Stock Holding History

Lido 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	$1.26M	Hold	1,300	–	–	﹤0.01%	968
2026 Q2	$1.12M	Buy	+1,300	New	+$1.16M	﹤0.01%	1043

Other funds holding LITE

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Lido Advisors's LITE Position: Q3 2026 in Review

Lido Advisors increased its Lumentum (LITE) stake by 19% in Q3 2026, buying an estimated $764K and bringing the position to 5,579 shares worth $5.42M. The position accounts for 0.01% of the portfolio, ranked #492.

Lido Advisors first reported a position in LITE in Q1 2018 and has held it in 13 quarters since. 833 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

Lido Advisors held 5,579 shares of Lumentum worth $5.42M as of Q3 2026.
Lido Advisors bought 904 Lumentum shares in Q3 2026, an estimated $764K.
Lumentum made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #492 holding.
Lido Advisors first reported a position in Lumentum in Q1 2018 and has held it in 13 quarters since.
833 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.