Pacific Point Advisors’s Lumentum LITE Stock Holding History

Pacific Point 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	$2.15M	Sell	2,500 -500	-17%	-$446K	0.98%	30
2026 Q1	$2.11M	Buy	3,000 +1,200	+67%	+$659K	1.11%	14
2025 Q4	$663K	Buy	+1,800	New	+$462K	0.36%	83

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

Pacific Point Advisors's LITE Position: Q2 2026 in Review

Pacific Point Advisors reduced its Lumentum (LITE) stake by 17% in Q2 2026, selling an estimated $446K and leaving 2,500 shares worth $2.15M. The position accounts for 0.98% of the portfolio, ranked #30.

Pacific Point Advisors 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.

Pacific Point Advisors held 2,500 shares of Lumentum worth $2.15M as of Q2 2026.
Pacific Point Advisors sold 500 Lumentum shares in Q2 2026, an estimated $446K.
Lumentum made up 0.98% of Pacific Point Advisors's portfolio in Q2 2026, its #30 holding.
Pacific Point Advisors 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 Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.