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 Q2	$747K	Buy	870 +139	+19%	+$124K	0.01%	465
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Moneta Group Investment Advisors's LITE Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Lumentum (LITE) stake by 19% in Q2 2026, buying an estimated $124K and bringing the position to 870 shares worth $747K. The position accounts for 0.01% of the portfolio, ranked #465.

Moneta Group Investment Advisors first reported a position in LITE in Q4 2017 and has held it in 5 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Moneta Group Investment Advisors held 870 shares of Lumentum worth $747K as of Q2 2026.
Moneta Group Investment Advisors bought 139 Lumentum shares in Q2 2026, an estimated $124K.
Lumentum made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #465 holding.
Moneta Group Investment Advisors first reported a position in Lumentum in Q4 2017 and has held it in 5 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.