OF
LITE icon

Optimize Financial’s Lumentum LITE Stock Holding History

Optimize Financial’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
Q1 		$3.38M Sell
4,806
-4,588
-49% -$2.52M 1.66% 1
2025
Q4 		$3.46M Buy
9,394
+132
+1% +$33.9K 1.74% 3
2025
Q3 		$1.51M Buy
+9,262
New +$1.15M 0.78% 22

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Optimize Financial's LITE Position: Q1 2026 in Review

Optimize Financial reduced its Lumentum (LITE) stake by 49% in Q1 2026, selling an estimated $2.52M and leaving 4,806 shares worth $3.38M. The position accounts for 1.66% of the portfolio, ranked #1.

Optimize Financial first reported a position in LITE in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.46M in Q4 2025. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Optimize Financial held 4,806 shares of Lumentum worth $3.38M as of Q1 2026.
  • Optimize Financial sold 4,588 Lumentum shares in Q1 2026, an estimated $2.52M.
  • Lumentum made up 1.66% of Optimize Financial's portfolio in Q1 2026, its #1 holding.
  • Optimize Financial first reported a position in Lumentum in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Lumentum position peaked at $3.46M in Q4 2025.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.