Three Seasons Wealth’s Lumentum LITE Stock Holding History

Three Seasons 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	$3.86M	Buy	4,502 +3,220	+251%	+$2.87M	0.35%	24
2026 Q1	$901K	Sell	1,282 -1,817	-59%	-$998K	0.34%	74
2025 Q4	$1.14M	Sell	3,099 -1,326	-30%	-$341K	0.11%	48
2025 Q3	$720K	Buy	+4,425	New	+$552K	0.07%	66

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

Three Seasons Wealth's LITE Position: Q2 2026 in Review

Three Seasons Wealth increased its Lumentum (LITE) stake by 251% in Q2 2026, buying an estimated $2.87M and bringing the position to 4,502 shares worth $3.86M. The position accounts for 0.35% of the portfolio, ranked #24.

Three Seasons Wealth first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Three Seasons Wealth held 4,502 shares of Lumentum worth $3.86M as of Q2 2026.
Three Seasons Wealth bought 3,220 Lumentum shares in Q2 2026, an estimated $2.87M.
Lumentum made up 0.35% of Three Seasons Wealth's portfolio in Q2 2026, its #24 holding.
Three Seasons Wealth first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Three Seasons Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.