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Strategic Wealth Partners’s Lumentum LITE Stock Holding History

Strategic Wealth Partners’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 		$8.58K Sell
10
-69
-87% -$61.6K ﹤0.01% 956
2026
Q1 		$55.5K Buy
+79
New +$43.4K ﹤0.01% 495
2021
Q1 		– Sell
-4,940
Closed -$468K – 199
2020
Q4 		$468K Buy
4,940
+1,542
+45% +$133K 0.2% 122
2020
Q3 		$255K Buy
+3,398
New +$282K 0.13% 136
2019
Q1 		– Sell
-3
Closed – – 797
2018
Q4 		$0 Buy
+3
New +$148 ﹤0.01% 696

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

Strategic Wealth Partners's LITE Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Lumentum (LITE) stake by 87% in Q2 2026, selling an estimated $61.6K and leaving 10 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Strategic Wealth Partners first reported a position in LITE in Q4 2018 and has held it in 5 quarters since. The position peaked at $468K in Q4 2020. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Strategic Wealth Partners held 10 shares of Lumentum worth $8.58K as of Q2 2026.
  • Strategic Wealth Partners sold 69 Lumentum shares in Q2 2026, an estimated $61.6K.
  • Lumentum made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #956 holding.
  • Strategic Wealth Partners first reported a position in Lumentum in Q4 2018 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Lumentum position peaked at $468K in Q4 2020.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.