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SeaCrest Wealth Management’s Lumentum LITE Stock Holding History

SeaCrest Wealth Management’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 		– Sell
-335
Closed -$235K – 615
2026
Q1 		$235K Buy
+335
New +$184K 0.03% 545
2022
Q3 		– Sell
-585
Closed -$46K – 1111
2022
Q2 		$46K Buy
+585
New +$50K 0.01% 1158
2019
Q2 		– Sell
-5,353
Closed -$303K – 1258
2019
Q1 		$303K Sell
5,353
-252
-4% -$12.1K 0.05% 360
2018
Q4 		$235K Buy
5,605
+4,905
+701% +$242K 0.05% 382
2018
Q3 		$42K Sell
700
-52
-7% -$3.11K 0.01% 1070
2018
Q2 		$44K Sell
752
-212
-22% -$12.6K 0.01% 1038
2018
Q1 		$62K Sell
964
-1,646
-63% -$94.4K 0.01% 868
2017
Q4 		$128K Buy
+2,610
New +$145K 0.02% 622

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SeaCrest Wealth Management's LITE Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of Lumentum (LITE) in Q2 2026, closing a stake of 335 shares — an estimated $235K sold.

SeaCrest Wealth Management first reported a position in LITE in Q4 2017 and held it in 8 quarters. The position peaked at $303K in Q1 2019. 1,311 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 335 Lumentum shares in Q2 2026, an estimated $235K.
  • SeaCrest Wealth Management first reported a position in Lumentum in Q4 2017 and held it in 8 quarters.
  • SeaCrest Wealth Management's Lumentum position peaked at $303K in Q1 2019.
  • 1,311 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.