Marshall & Sterling Wealth Advisors’s Lumentum LITE Stock Holding History

Marshall & Sterling Wealth 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 Q2	$8.58K	Buy	+10	New	+$8.92K	0.01%	250

Other funds holding LITE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NGM

North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

JSC

Jackson Square Capital San Francisco, California $719M AUM 144.18% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's LITE Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors opened a new position in Lumentum (LITE) in Q2 2026: 10 shares worth $8.58K. The stake represents 0.01% of the portfolio and ranks #250 among its holdings.

237 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Marshall & Sterling Wealth Advisors held 10 shares of Lumentum worth $8.58K as of Q2 2026.
Lumentum was a new Marshall & Sterling Wealth Advisors position in Q2 2026.
Lumentum made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #250 holding.
237 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.