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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
2020
Q3 		– Sell
-1,000
Closed -$3K – 696
2020
Q2 		$3K Buy
+1,000
New +$76.2K ﹤0.01% 637

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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. 799 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.
  • 799 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.