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SteelPeak Wealth’s Lumentum LITE Stock Holding History

SteelPeak Wealth’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 		$1.47M Buy
1,719
+1,187
+223% +$1.06M 0.04% 265
2026
Q1 		$374K Sell
532
-6,653
-93% -$3.65M 0.01% 417
2025
Q4 		$2.65M Buy
+7,185
New +$1.85M 0.09% 166

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

SteelPeak Wealth's LITE Position: Q2 2026 in Review

SteelPeak Wealth increased its Lumentum (LITE) stake by 223% in Q2 2026, buying an estimated $1.06M and bringing the position to 1,719 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #265.

SteelPeak Wealth first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.65M in Q4 2025. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • SteelPeak Wealth held 1,719 shares of Lumentum worth $1.47M as of Q2 2026.
  • SteelPeak Wealth bought 1,187 Lumentum shares in Q2 2026, an estimated $1.06M.
  • Lumentum made up 0.04% of SteelPeak Wealth's portfolio in Q2 2026, its #265 holding.
  • SteelPeak Wealth first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • SteelPeak Wealth's Lumentum position peaked at $2.65M in Q4 2025.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.