Savvy Advisors Inc’s Lumentum LITE Stock Holding History

Savvy Advisors Inc’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	$486K	Buy	566 +262	+86%	+$234K	0.01%	788
2026 Q1	$214K	Buy	+304	New	+$167K	0.01%	1028

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's LITE Position: Q2 2026 in Review

Savvy Advisors Inc increased its Lumentum (LITE) stake by 86% in Q2 2026, buying an estimated $234K and bringing the position to 566 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #788.

Savvy Advisors Inc first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Savvy Advisors Inc held 566 shares of Lumentum worth $486K as of Q2 2026.
Savvy Advisors Inc bought 262 Lumentum shares in Q2 2026, an estimated $234K.
Lumentum made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #788 holding.
Savvy Advisors Inc first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.