Mindset Wealth Management
LITE icon

Mindset Wealth Management’s Lumentum LITE Stock Holding History

Mindset Wealth Management’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 		$752K Sell
774
-355
-31% -$300K 0.13% 71
2026
Q2 		$969K Sell
1,129
-277
-20% -$247K 0.19% 63
2026
Q1 		$988K Sell
1,406
-542
-28% -$298K 0.27% 47
2025
Q4 		$718K Buy
1,948
+313
+19% +$80.4K 0.19% 58
2025
Q3 		$266K Buy
+1,635
New +$204K 0.07% 136

Other funds holding LITE

AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

Mindset Wealth Management's LITE Position: Q3 2026 in Review

Mindset Wealth Management reduced its Lumentum (LITE) stake by 31% in Q3 2026, selling an estimated $300K and leaving 774 shares worth $752K. The position accounts for 0.13% of the portfolio, ranked #71.

Mindset Wealth Management first reported a position in LITE in Q3 2025 and has held it in 5 quarters since. The position peaked at $988K in Q1 2026. 284 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Mindset Wealth Management held 774 shares of Lumentum worth $752K as of Q3 2026.
  • Mindset Wealth Management sold 355 Lumentum shares in Q3 2026, an estimated $300K.
  • Lumentum made up 0.13% of Mindset Wealth Management's portfolio in Q3 2026, its #71 holding.
  • Mindset Wealth Management first reported a position in Lumentum in Q3 2025 and has held it in 5 quarters since.
  • Mindset Wealth Management's Lumentum position peaked at $988K in Q1 2026.
  • 284 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.