MYIA
LITE icon

Mount Yale Investment Advisors’s Lumentum LITE Stock Holding History

Mount Yale 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
2025
Q3 		– Sell
-2,771
Closed -$263K – 1196
2025
Q2 		$263K Buy
+2,771
New +$197K 0.02% 492
2025
Q1 		– Sell
-3,803
Closed -$319K – 567
2024
Q4 		$319K Buy
3,803
+66
+2% +$5.14K 0.03% 426
2024
Q3 		$237K Buy
+3,737
New +$202K 0.02% 491
2018
Q4 		– Sell
-2,330
Closed -$133K – 560
2018
Q3 		$133K Buy
2,330
+160
+7% +$9.57K 0.02% 358
2018
Q2 		$126K Buy
2,170
+267
+14% +$15.9K 0.02% 392
2018
Q1 		$121K Buy
+1,903
New +$109K 0.03% 396

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mount Yale Investment Advisors's LITE Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Lumentum (LITE) in Q3 2025, closing a stake of 2,771 shares — an estimated $263K sold.

Mount Yale Investment Advisors first reported a position in LITE in Q1 2018 and held it in 6 quarters. The position peaked at $319K in Q4 2024. 588 funds tracked by Wall St. Rank hold LITE as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Lumentum position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,771 Lumentum shares in Q3 2025, an estimated $263K.
  • Mount Yale Investment Advisors first reported a position in Lumentum in Q1 2018 and held it in 6 quarters.
  • Mount Yale Investment Advisors's Lumentum position peaked at $319K in Q4 2024.
  • 588 funds tracked by Wall St. Rank held Lumentum as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.