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 Q3	$549K	Sell	565 -109	-16%	-$92.2K	0.02%	210
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

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Root Financial Partners's LITE Position: Q3 2026 in Review

Root Financial Partners reduced its Lumentum (LITE) stake by 16% in Q3 2026, selling an estimated $92.2K and leaving 565 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #210.

Root Financial Partners first reported a position in LITE in Q3 2025 and has held it in 5 quarters since. The position peaked at $578K in Q2 2026. 474 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

Root Financial Partners held 565 shares of Lumentum worth $549K as of Q3 2026.
Root Financial Partners sold 109 Lumentum shares in Q3 2026, an estimated $92.2K.
Lumentum made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #210 holding.
Root Financial Partners first reported a position in Lumentum in Q3 2025 and has held it in 5 quarters since.
Root Financial Partners's Lumentum position peaked at $578K in Q2 2026.
474 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.