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 Q2	$4.11M	Sell	4,790 -16	-0.3%	-$14.3K	1.48%	15
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 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

Optimize Financial's LITE Position: Q2 2026 in Review

Optimize Financial reduced its Lumentum (LITE) stake by 0.33% in Q2 2026, selling an estimated $14.3K and leaving 4,790 shares worth $4.11M. The position accounts for 1.48% of the portfolio, ranked #15.

Optimize Financial first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Optimize Financial held 4,790 shares of Lumentum worth $4.11M as of Q2 2026.
Optimize Financial sold 16 Lumentum shares in Q2 2026, an estimated $14.3K.
Lumentum made up 1.48% of Optimize Financial's portfolio in Q2 2026, its #15 holding.
Optimize Financial first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.