OneDigital Investment Advisors’s Lumentum LITE Stock Holding History

OneDigital 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	$2.37M	Buy	2,763 +336	+14%	+$300K	0.02%	462
2026 Q1	$1.71M	Buy	2,427 +325	+15%	+$179K	0.02%	519
2025 Q4	$775K	Sell	2,102 -1,048	-33%	-$269K	0.01%	762
2025 Q3	$513K	Sell	3,150 -107	-3%	-$13.3K	0.01%	922
2025 Q2	$310K	Buy	+3,257	New	+$231K	﹤0.01%	1146
2021 Q1	–	Sell	-97,452	Closed	-$9.24M	–	736
2020 Q4	$9.24M	Sell	97,452 -45	-0%	-$3.88K	0.48%	42
2020 Q3	$7.33M	Sell	97,497 -333	-0.3%	-$27.6K	0.51%	42
2020 Q2	$7.97M	Buy	97,830 +350	+0.4%	+$26.7K	0.57%	37
2020 Q1	$7.18M	Buy	97,480 +82	+0.1%	+$6.45K	0.64%	32
2019 Q4	$7.72M	Buy	+97,398	New	+$6.38M	0.61%	34

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

OneDigital Investment Advisors's LITE Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Lumentum (LITE) stake by 14% in Q2 2026, buying an estimated $300K and bringing the position to 2,763 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #462.

OneDigital Investment Advisors first reported a position in LITE in Q4 2019 and has held it in 10 quarters since. The position peaked at $9.24M in Q4 2020. 784 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

OneDigital Investment Advisors held 2,763 shares of Lumentum worth $2.37M as of Q2 2026.
OneDigital Investment Advisors bought 336 Lumentum shares in Q2 2026, an estimated $300K.
Lumentum made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #462 holding.
OneDigital Investment Advisors first reported a position in Lumentum in Q4 2019 and has held it in 10 quarters since.
OneDigital Investment Advisors's Lumentum position peaked at $9.24M in Q4 2020.
784 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.