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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NGM

North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

MRA Advisory Group's LITE Position: Q2 2026 in Review

MRA Advisory Group reduced its Lumentum (LITE) stake by 16% in Q2 2026, selling an estimated $337K and leaving 2,032 shares worth $1.74M. The position accounts for 0.63% of the portfolio, ranked #35.

MRA Advisory Group first reported a position in LITE in Q2 2025 and has held it in 5 quarters since. 302 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

MRA Advisory Group held 2,032 shares of Lumentum worth $1.74M as of Q2 2026.
MRA Advisory Group sold 378 Lumentum shares in Q2 2026, an estimated $337K.
Lumentum made up 0.63% of MRA Advisory Group's portfolio in Q2 2026, its #35 holding.
MRA Advisory Group first reported a position in Lumentum in Q2 2025 and has held it in 5 quarters since.
302 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.