RA
LITE icon

Rise Advisors’s Lumentum LITE Stock Holding History

Rise 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
2025
Q4 		– Sell
-174
Closed -$28.3K – 847
2025
Q3 		$28.3K Hold
174
– – 0.01% 400
2025
Q2 		$16.5K Hold
174
– – 0.01% 653
2025
Q1 		$10.8K Sell
174
-115
-40% -$8.85K ﹤0.01% 913
2024
Q4 		$24.3K Hold
289
– – 0.01% 528
2024
Q3 		$18.3K Hold
289
– – 0.01% 747
2024
Q2 		$14.7K Hold
289
– – 0.01% 835
2024
Q1 		$13.7K Buy
+289
New +$14.7K 0.01% 910

Other funds holding LITE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rise Advisors's LITE Position: Q4 2025 in Review

Rise Advisors sold out of Lumentum (LITE) in Q4 2025, closing a stake of 174 shares — an estimated $28.3K sold.

Rise Advisors first reported a position in LITE in Q1 2024 and held it in 7 quarters. The position peaked at $28.3K in Q3 2025. 757 funds tracked by Wall St. Rank hold LITE as of Q4 2025.

  • Rise Advisors reported no remaining Lumentum position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 174 Lumentum shares in Q4 2025, an estimated $28.3K.
  • Rise Advisors first reported a position in Lumentum in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Lumentum position peaked at $28.3K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held Lumentum as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.