Root Financial Partners’s Lumentum LITE Stock Holding History

Root Financial Partners’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	$578K	Buy	674 +454	+206%	+$405K	0.02%	174
2026 Q1	$155K	Buy	220 +211	+2,344%	+$116K	0.01%	407
2025 Q4	$3.32K	Buy	9 +6	+200%	+$1.54K	﹤0.01%	1880
2025 Q3	$488	Buy	+3	New	+$374	﹤0.01%	2153

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 $3.37T AUM 44.26% 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

Root Financial Partners's LITE Position: Q2 2026 in Review

Root Financial Partners increased its Lumentum (LITE) stake by 206% in Q2 2026, buying an estimated $405K and bringing the position to 674 shares worth $578K. The position accounts for 0.02% of the portfolio, ranked #174.

Root Financial Partners first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Root Financial Partners held 674 shares of Lumentum worth $578K as of Q2 2026.
Root Financial Partners bought 454 Lumentum shares in Q2 2026, an estimated $405K.
Lumentum made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #174 holding.
Root Financial Partners first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.