RWM
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Ritholtz Wealth Management’s Lumentum LITE Stock Holding History

Ritholtz Wealth Management’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 		$817K Buy
952
+137
+17% +$122K 0.01% 682
2026
Q1 		$573K Buy
815
+125
+18% +$68.7K 0.01% 741
2025
Q4 		$254K Buy
+690
New +$177K ﹤0.01% 974
2022
Q4 		– Sell
-3,888
Closed -$267K – 669
2022
Q3 		$267K Sell
3,888
-1,411
-27% -$117K 0.01% 579
2022
Q2 		$421K Buy
5,299
+1,784
+51% +$152K 0.03% 350
2022
Q1 		$343K Buy
+3,515
New +$344K 0.02% 389

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

Ritholtz Wealth Management's LITE Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Lumentum (LITE) stake by 17% in Q2 2026, buying an estimated $122K and bringing the position to 952 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #682.

Ritholtz Wealth Management first reported a position in LITE in Q1 2022 and has held it in 6 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Ritholtz Wealth Management held 952 shares of Lumentum worth $817K as of Q2 2026.
  • Ritholtz Wealth Management bought 137 Lumentum shares in Q2 2026, an estimated $122K.
  • Lumentum made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #682 holding.
  • Ritholtz Wealth Management first reported a position in Lumentum in Q1 2022 and has held it in 6 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.