Nvest Wealth Strategies’s Lumentum LITE Stock Holding History

Nvest Wealth Strategies’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	$859	Hold	1	–	–	﹤0.01%	229
2026 Q1	$703	Buy	+1	New	+$549	﹤0.01%	246

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nvest Wealth Strategies's LITE Position: Q2 2026 in Review

Nvest Wealth Strategies held its Lumentum (LITE) position steady in Q2 2026 at 1 share worth $859. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Nvest Wealth Strategies first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 673 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Nvest Wealth Strategies held 1 share of Lumentum worth $859 as of Q2 2026.
Nvest Wealth Strategies left its Lumentum share count unchanged in Q2 2026.
Lumentum made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #229 holding.
Nvest Wealth Strategies first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
673 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.