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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ritholtz Wealth Management's LITE Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Lumentum (LITE) stake by 18% in Q1 2026, buying an estimated $68.7K and bringing the position to 815 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #741.

Ritholtz Wealth Management first reported a position in LITE in Q1 2022 and has held it in 5 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

Ritholtz Wealth Management held 815 shares of Lumentum worth $573K as of Q1 2026.
Ritholtz Wealth Management bought 125 Lumentum shares in Q1 2026, an estimated $68.7K.
Lumentum made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #741 holding.
Ritholtz Wealth Management first reported a position in Lumentum in Q1 2022 and has held it in 5 quarters since.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.