PIA
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Perennial Investment Advisors’s Lumentum LITE Stock Holding History

Perennial Investment 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 		$737K Buy
859
+80
+10% +$71.4K 0.05% 262
2026
Q1 		$547K Buy
+779
New +$428K 0.04% 283

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

Perennial Investment Advisors's LITE Position: Q2 2026 in Review

Perennial Investment Advisors increased its Lumentum (LITE) stake by 10% in Q2 2026, buying an estimated $71.4K and bringing the position to 859 shares worth $737K. The position accounts for 0.05% of the portfolio, ranked #262.

Perennial Investment Advisors first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Perennial Investment Advisors held 859 shares of Lumentum worth $737K as of Q2 2026.
  • Perennial Investment Advisors bought 80 Lumentum shares in Q2 2026, an estimated $71.4K.
  • Lumentum made up 0.05% of Perennial Investment Advisors's portfolio in Q2 2026, its #262 holding.
  • Perennial Investment Advisors first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.