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Optimist Retirement Group’s Lumentum LITE Stock Holding History

Optimist Retirement Group’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 		$1.01M Buy
1,178
+33
+3% +$29.4K 0.39% 51
2026
Q1 		$805K Buy
1,145
+19
+2% +$10.4K 0.35% 45
2025
Q4 		$415K Buy
+1,126
New +$289K 0.19% 67

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Optimist Retirement Group's LITE Position: Q2 2026 in Review

Optimist Retirement Group increased its Lumentum (LITE) stake by 2.9% in Q2 2026, buying an estimated $29.4K and bringing the position to 1,178 shares worth $1.01M. The position accounts for 0.39% of the portfolio, ranked #51.

Optimist Retirement Group first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Optimist Retirement Group held 1,178 shares of Lumentum worth $1.01M as of Q2 2026.
  • Optimist Retirement Group bought 33 Lumentum shares in Q2 2026, an estimated $29.4K.
  • Lumentum made up 0.39% of Optimist Retirement Group's portfolio in Q2 2026, its #51 holding.
  • Optimist Retirement Group first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.