Sound Portfolio Advisors’s Lumentum LITE Stock Holding History

Sound Portfolio 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	$429K	Sell	500 -1	-0.2%	-$892	0.3%	38
2026 Q1	$352K	Buy	+501	New	+$275K	0.29%	33

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 $3.37T AUM 44.26% 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

Sound Portfolio Advisors's LITE Position: Q2 2026 in Review

Sound Portfolio Advisors reduced its Lumentum (LITE) stake by 0.2% in Q2 2026, selling an estimated $892 and leaving 500 shares worth $429K. The position accounts for 0.3% of the portfolio, ranked #38.

Sound Portfolio Advisors first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,315 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Sound Portfolio Advisors held 500 shares of Lumentum worth $429K as of Q2 2026.
Sound Portfolio Advisors sold 1 Lumentum share in Q2 2026, an estimated $892.
Lumentum made up 0.3% of Sound Portfolio Advisors's portfolio in Q2 2026, its #38 holding.
Sound Portfolio Advisors first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,315 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Sound Portfolio Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.