Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$772K Hold
900
0.49% 33
2026
Q1
$632K Sell
900
-1,100
-55% -$604K 0.45% 33
2025
Q4
$737K Sell
2,000
-727
-27% -$187K 0.51% 33
2025
Q3
$444K Sell
2,727
-1,950
-42% -$243K 0.32% 40
2025
Q2
$445K Hold
4,677
0.36% 37
2025
Q1
$292K Buy
+4,677
New +$360K 0.26% 42

Other funds holding LITE

Seek First's LITE Position: Q2 2026 in Review

Seek First held its Lumentum (LITE) position steady in Q2 2026 at 900 shares worth $772K. The position accounts for 0.49% of the portfolio, ranked #33.

Seek First first reported a position in LITE in Q1 2025 and has held it in 6 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Seek First held 900 shares of Lumentum worth $772K as of Q2 2026.
  • Seek First left its Lumentum share count unchanged in Q2 2026.
  • Lumentum made up 0.49% of Seek First's portfolio in Q2 2026, its #33 holding.
  • Seek First first reported a position in Lumentum in Q1 2025 and has held it in 6 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.