SageView Advisory Group’s Lumentum LITE Stock Holding History

SageView Advisory Group’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	$371K	Sell	432 -1,094	-72%	-$976K	0.01%	431
2026 Q1	$1.07M	Buy	1,526 +95	+7%	+$52.2K	0.04%	226
2025 Q4	$527K	Buy	+1,431	New	+$368K	0.02%	352

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

SageView Advisory Group's LITE Position: Q2 2026 in Review

SageView Advisory Group reduced its Lumentum (LITE) stake by 72% in Q2 2026, selling an estimated $976K and leaving 432 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #431.

SageView Advisory Group first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q1 2026. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

SageView Advisory Group held 432 shares of Lumentum worth $371K as of Q2 2026.
SageView Advisory Group sold 1,094 Lumentum shares in Q2 2026, an estimated $976K.
Lumentum made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #431 holding.
SageView Advisory Group first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
SageView Advisory Group's Lumentum position peaked at $1.07M in Q1 2026.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.