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Sequoia Financial Advisors’s Lumentum LITE Stock Holding History

Sequoia Financial Advisors’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 		$1.95M Buy
2,272
+612
+37% +$546K 0.01% 645
2026
Q1 		$1.17M Buy
1,660
+892
+116% +$490K 0.01% 833
2025
Q4 		$283K Buy
+768
New +$197K ﹤0.01% 1595

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
JSC
Jackson Square Capital San Francisco, California $719M AUM 144.18% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sequoia Financial Advisors's LITE Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Lumentum (LITE) stake by 37% in Q2 2026, buying an estimated $546K and bringing the position to 2,272 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #645.

Sequoia Financial Advisors first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Sequoia Financial Advisors held 2,272 shares of Lumentum worth $1.95M as of Q2 2026.
  • Sequoia Financial Advisors bought 612 Lumentum shares in Q2 2026, an estimated $546K.
  • Lumentum made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #645 holding.
  • Sequoia Financial Advisors first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • 221 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.