MRA Advisory Group
LITE icon

MRA Advisory Group’s Lumentum LITE Stock Holding History

MRA Advisory Group’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 		$2.23M Buy
2,296
+264
+13% +$223K 0.83% 28
2026
Q2 		$1.74M Sell
2,032
-378
-16% -$337K 0.63% 35
2026
Q1 		$1.69M Sell
2,410
-244
-9% -$134K 0.69% 32
2025
Q4 		$978K Sell
2,654
-2,204
-45% -$566K 0.41% 40
2025
Q3 		$790K Sell
4,858
-1,282
-21% -$160K 0.34% 44
2025
Q2 		$584K Buy
+6,140
New +$436K 0.27% 52

Other funds holding LITE

WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

MRA Advisory Group's LITE Position: Q3 2026 in Review

MRA Advisory Group increased its Lumentum (LITE) stake by 13% in Q3 2026, buying an estimated $223K and bringing the position to 2,296 shares worth $2.23M. The position accounts for 0.83% of the portfolio, ranked #28.

MRA Advisory Group first reported a position in LITE in Q2 2025 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • MRA Advisory Group held 2,296 shares of Lumentum worth $2.23M as of Q3 2026.
  • MRA Advisory Group bought 264 Lumentum shares in Q3 2026, an estimated $223K.
  • Lumentum made up 0.83% of MRA Advisory Group's portfolio in Q3 2026, its #28 holding.
  • MRA Advisory Group first reported a position in Lumentum in Q2 2025 and has held it in 6 quarters since.
  • 450 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.