Mercer Global Advisors
LITE icon

Mercer Global Advisors’s Lumentum LITE Stock Holding History

Mercer Global 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 		$22.4M Buy
26,138
+5,744
+28% +$5.12M 0.03% 320
2026
Q1 		$14.3M Buy
20,394
+8,417
+70% +$4.62M 0.02% 407
2025
Q4 		$4.41M Buy
+11,977
New +$3.08M 0.01% 763
2023
Q2 		– Sell
-4,615
Closed -$249K – 1992
2023
Q1 		$249K Buy
+4,615
New +$258K ﹤0.01% 1615
2022
Q4 		– Sell
-6,220
Closed -$427K – 1963
2022
Q3 		$427K Sell
6,220
-254
-4% -$21K ﹤0.01% 1207
2022
Q2 		$514K Sell
6,474
-1,519
-19% -$130K ﹤0.01% 1130
2022
Q1 		$780K Buy
7,993
+1,430
+22% +$140K ﹤0.01% 1004
2021
Q4 		$694K Buy
6,563
+649
+11% +$59.1K ﹤0.01% 1058
2021
Q3 		$494K Buy
5,914
+209
+4% +$17.5K ﹤0.01% 1170
2021
Q2 		$468K Buy
5,705
+916
+19% +$77K ﹤0.01% 1177
2021
Q1 		$437K Buy
4,789
+15
+0.3% +$1.39K ﹤0.01% 1136
2020
Q4 		$453K Buy
4,774
+1,182
+33% +$102K 0.01% 902
2020
Q3 		$270K Buy
3,592
+119
+3% +$9.87K ﹤0.01% 999
2020
Q2 		$283K Buy
3,473
+667
+24% +$50.8K 0.01% 871
2020
Q1 		$207K Buy
2,806
+279
+11% +$22K ﹤0.01% 930
2019
Q4 		$200K Buy
+2,527
New +$165K ﹤0.01% 1086

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mercer Global Advisors's LITE Position: Q2 2026 in Review

Mercer Global Advisors increased its Lumentum (LITE) stake by 28% in Q2 2026, buying an estimated $5.12M and bringing the position to 26,138 shares worth $22.4M. The position accounts for 0.03% of the portfolio, ranked #320.

Mercer Global Advisors first reported a position in LITE in Q4 2019 and has held it in 16 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Mercer Global Advisors held 26,138 shares of Lumentum worth $22.4M as of Q2 2026.
  • Mercer Global Advisors bought 5,744 Lumentum shares in Q2 2026, an estimated $5.12M.
  • Lumentum made up 0.03% of Mercer Global Advisors's portfolio in Q2 2026, its #320 holding.
  • Mercer Global Advisors first reported a position in Lumentum in Q4 2019 and has held it in 16 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.