Strategic Advocates’s Lumentum LITE Stock Holding History

Strategic Advocates’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 Q1	–	Sell	-58	Closed	-$21.5K	–	459
2025 Q4	$21.5K	Sell	58 -2	-3%	-$514	0.01%	283
2025 Q3	$9.76K	Buy	+60	New	+$7.48K	﹤0.01%	349

Other funds holding LITE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Strategic Advocates's LITE Position: Q1 2026 in Review

Strategic Advocates sold out of Lumentum (LITE) in Q1 2026, closing a stake of 58 shares — an estimated $21.5K sold.

Strategic Advocates first reported a position in LITE in Q3 2025 and held it in 2 quarters. The position peaked at $21.5K in Q4 2025. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

Strategic Advocates reported no remaining Lumentum position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 58 Lumentum shares in Q1 2026, an estimated $21.5K.
Strategic Advocates first reported a position in Lumentum in Q3 2025 and held it in 2 quarters.
Strategic Advocates's Lumentum position peaked at $21.5K in Q4 2025.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.