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 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 $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

Root Financial Partners's LITE Position: Q1 2026 in Review

Root Financial Partners increased its Lumentum (LITE) stake by 2,344% in Q1 2026, buying an estimated $116K and bringing the position to 220 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #407.

Root Financial Partners first reported a position in LITE in Q3 2025 and has held it in 3 quarters since. 1,082 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

Root Financial Partners held 220 shares of Lumentum worth $155K as of Q1 2026.
Root Financial Partners bought 211 Lumentum shares in Q1 2026, an estimated $116K.
Lumentum made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #407 holding.
Root Financial Partners first reported a position in Lumentum in Q3 2025 and has held it in 3 quarters since.
1,082 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.