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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
2026
Q2 		$1.43M Buy
+1,663
New +$1.48M 0.03% 495
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 $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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's LITE Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Lumentum (LITE) in Q2 2026: 1,663 shares worth $1.43M. The stake represents 0.03% of the portfolio and ranks #495 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in LITE as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in LITE in Q1 2018 and has held it in 7 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Mount Yale Investment Advisors held 1,663 shares of Lumentum worth $1.43M as of Q2 2026.
  • Lumentum was a new Mount Yale Investment Advisors position in Q2 2026.
  • Lumentum made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #495 holding.
  • Mount Yale Investment Advisors first reported a position in Lumentum in Q1 2018 and has held it in 7 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.