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Moneta Group Investment Advisors’s Lumentum LITE Stock Holding History

Moneta Group Investment 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
Q1 		$514K Sell
731
-65
-8% -$35.7K ﹤0.01% 504
2025
Q4 		$293K Buy
+796
New +$204K ﹤0.01% 640
2018
Q2 		– Sell
-215
Closed -$14K – 537
2018
Q1 		$14K Hold
215
– – ﹤0.01% 429
2017
Q4 		$11K Buy
+215
New +$12K ﹤0.01% 337

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Moneta Group Investment Advisors's LITE Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Lumentum (LITE) stake by 8.2% in Q1 2026, selling an estimated $35.7K and leaving 731 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Moneta Group Investment Advisors first reported a position in LITE in Q4 2017 and has held it in 4 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Moneta Group Investment Advisors held 731 shares of Lumentum worth $514K as of Q1 2026.
  • Moneta Group Investment Advisors sold 65 Lumentum shares in Q1 2026, an estimated $35.7K.
  • Lumentum made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #504 holding.
  • Moneta Group Investment Advisors first reported a position in Lumentum in Q4 2017 and has held it in 4 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.