O'Neil Global Advisors’s Lumentum LITE Stock Holding History

O'Neil Global 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	–	Sell	-1,689	Closed	-$1.19M	–	68
2026 Q1	$1.19M	Sell	1,689 -950	-36%	-$522K	8.22%	4
2025 Q4	$973K	Sell	2,639 -669	-20%	-$172K	0.33%	33
2025 Q3	$538K	Buy	+3,308	New	+$413K	0.1%	55

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

O'Neil Global Advisors's LITE Position: Q2 2026 in Review

O'Neil Global Advisors sold out of Lumentum (LITE) in Q2 2026, closing a stake of 1,689 shares — an estimated $1.19M sold.

O'Neil Global Advisors first reported a position in LITE in Q3 2025 and held it in 3 quarters. The position peaked at $1.19M in Q1 2026. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

O'Neil Global Advisors reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
O'Neil Global Advisors sold 1,689 Lumentum shares in Q2 2026, an estimated $1.19M.
O'Neil Global Advisors first reported a position in Lumentum in Q3 2025 and held it in 3 quarters.
O'Neil Global Advisors's Lumentum position peaked at $1.19M in Q1 2026.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on O'Neil Global Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.