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SOA Wealth Advisors’s Lumentum LITE Stock Holding History

SOA Wealth 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 		$15.4K Buy
+18
New +$16.1K ﹤0.01% 553
2023
Q4 		– Sell
-3
Closed -$136 – 929
2023
Q3 		$136 Hold
3
– – ﹤0.01% 892
2023
Q2 		$170 Hold
3
– – ﹤0.01% 885
2023
Q1 		$162 Hold
3
– – ﹤0.01% 916
2022
Q4 		$157 Hold
3
– – ﹤0.01% 916
2022
Q3 		$0 Hold
3
– – ﹤0.01% 918
2022
Q2 		$0 Hold
3
– – ﹤0.01% 938
2022
Q1 		$0 Hold
3
– – ﹤0.01% 963
2021
Q4 		$0 Hold
3
– – ﹤0.01% 934
2021
Q3 		$0 Hold
3
– – ﹤0.01% 949
2021
Q2 		$0 Hold
3
– – ﹤0.01% 925
2021
Q1 		$0 Hold
3
– – ﹤0.01% 877
2020
Q4 		$0 Buy
+3
New +$259 ﹤0.01% 850

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

SOA Wealth Advisors's LITE Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Lumentum (LITE) in Q2 2026: 18 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in LITE as recently as Q3 2023.

SOA Wealth Advisors first reported a position in LITE in Q4 2020 and has held it in 13 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • SOA Wealth Advisors held 18 shares of Lumentum worth $15.4K as of Q2 2026.
  • Lumentum was a new SOA Wealth Advisors position in Q2 2026.
  • Lumentum made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #553 holding.
  • SOA Wealth Advisors first reported a position in Lumentum in Q4 2020 and has held it in 13 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.