MV Capital Management’s Lumentum LITE Stock Holding History

MV Capital Management’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	$6.01K	Sell	7 -6	-46%	-$5.35K	﹤0.01%	610
2026 Q1	$9.14K	Buy	13 +12	+1,200%	+$6.59K	﹤0.01%	536
2025 Q4	$369	Hold	1	–	–	﹤0.01%	958
2025 Q3	$163	Hold	1	–	–	﹤0.01%	958
2025 Q2	$96	Buy	+1	New	+$71	﹤0.01%	1008
2024 Q3	–	Sell	-1	Closed	-$51	–	1077
2024 Q2	$51	Buy	+1	New	+$45	﹤0.01%	964

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

MV Capital Management's LITE Position: Q2 2026 in Review

MV Capital Management reduced its Lumentum (LITE) stake by 46% in Q2 2026, selling an estimated $5.35K and leaving 7 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

MV Capital Management first reported a position in LITE in Q2 2024 and has held it in 6 quarters since. The position peaked at $9.14K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

MV Capital Management held 7 shares of Lumentum worth $6.01K as of Q2 2026.
MV Capital Management sold 6 Lumentum shares in Q2 2026, an estimated $5.35K.
Lumentum made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #610 holding.
MV Capital Management first reported a position in Lumentum in Q2 2024 and has held it in 6 quarters since.
MV Capital Management's Lumentum position peaked at $9.14K in Q1 2026.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.