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Timothy G. Youngquist 2020 Irrevocable Trust’s Lumentum LITE Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		$2.63M Sell
3,070
-162
-5% -$145K 0.52% 27
2026
Q1 		$2.27M Buy
3,232
+2,374
+277% +$1.3M 0.98% 31
2025
Q4 		$316K Buy
+858
New +$220K 0.23% 42

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's LITE Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust reduced its Lumentum (LITE) stake by 5% in Q2 2026, selling an estimated $145K and leaving 3,070 shares worth $2.63M. The position accounts for 0.52% of the portfolio, ranked #27.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 673 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust held 3,070 shares of Lumentum worth $2.63M as of Q2 2026.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 162 Lumentum shares in Q2 2026, an estimated $145K.
  • Lumentum made up 0.52% of Timothy G. Youngquist 2020 Irrevocable Trust's portfolio in Q2 2026, its #27 holding.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • 673 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.