QTR Family Wealth’s Lumentum LITE Stock Holding History

QTR Family Wealth’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	$263K	Buy	307 +46	+18%	+$41K	0.09%	247
2026 Q1	$223K	Buy	+261	New	+$143K	0.09%	257

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 $3.38T AUM 44.17% 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

QTR Family Wealth's LITE Position: Q2 2026 in Review

QTR Family Wealth increased its Lumentum (LITE) stake by 18% in Q2 2026, buying an estimated $41K and bringing the position to 307 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #247.

QTR Family Wealth first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

QTR Family Wealth held 307 shares of Lumentum worth $263K as of Q2 2026.
QTR Family Wealth bought 46 Lumentum shares in Q2 2026, an estimated $41K.
Lumentum made up 0.09% of QTR Family Wealth's portfolio in Q2 2026, its #247 holding.
QTR Family Wealth first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.