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Toth Financial Advisory’s Lumentum LITE Stock Holding History

Toth Financial Advisory’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
Q3 		$51.5K Buy
53
+3
+6% +$2.54K 0.01% 376
2026
Q2 		$42.9K Buy
50
+28
+127% +$25K ﹤0.01% 402
2026
Q1 		$15.5K Sell
22
-5
-19% -$2.75K ﹤0.01% 509
2025
Q4 		$9.95K Buy
27
+2
+8% +$514 ﹤0.01% 551
2025
Q3 		$4.07K Hold
25
– – ﹤0.01% 636
2025
Q2 		$2.38K Buy
+25
New +$1.77K ﹤0.01% 621
2022
Q4 		– Sell
-40
Closed -$3K – 770
2022
Q3 		$3K Sell
40
-20
-33% -$1.66K ﹤0.01% 603
2022
Q2 		$5K Hold
60
– – ﹤0.01% 511
2022
Q1 		$6K Hold
60
– – ﹤0.01% 520
2021
Q4 		$6K Hold
60
– – ﹤0.01% 541
2021
Q3 		$5K Buy
60
+20
+50% +$1.68K ﹤0.01% 557
2021
Q2 		$3K Hold
40
– – ﹤0.01% 553
2021
Q1 		$4K Sell
40
-100
-71% -$9.26K ﹤0.01% 533
2020
Q4 		$13K Buy
140
+100
+250% +$8.62K ﹤0.01% 382
2020
Q3 		$3K Hold
40
– – ﹤0.01% 456
2020
Q2 		$3K Hold
40
– – ﹤0.01% 445
2020
Q1 		$3K Hold
40
– – ﹤0.01% 363
2019
Q4 		$3K Buy
+40
New +$2.62K ﹤0.01% 392
2019
Q3 		– Sell
-100
Closed -$5K – 496
2019
Q2 		$5K Hold
100
– – ﹤0.01% 371
2019
Q1 		$6K Sell
100
-1,015
-91% -$48.7K ﹤0.01% 334
2018
Q4 		$47K Sell
1,115
-14,085
-93% -$694K 0.01% 191
2018
Q3 		$911K Buy
15,200
+50
+0.3% +$2.99K 0.2% 93
2018
Q2 		$877K Buy
+15,150
New +$903K 0.21% 98

Other funds holding LITE

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Toth Financial Advisory's LITE Position: Q3 2026 in Review

Toth Financial Advisory increased its Lumentum (LITE) stake by 6% in Q3 2026, buying an estimated $2.54K and bringing the position to 53 shares worth $51.5K. The position accounts for 0.01% of the portfolio, ranked #376.

Toth Financial Advisory first reported a position in LITE in Q2 2018 and has held it in 23 quarters since. The position peaked at $911K in Q3 2018. 48 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Toth Financial Advisory held 53 shares of Lumentum worth $51.5K as of Q3 2026.
  • Toth Financial Advisory bought 3 Lumentum shares in Q3 2026, an estimated $2.54K.
  • Lumentum made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #376 holding.
  • Toth Financial Advisory first reported a position in Lumentum in Q2 2018 and has held it in 23 quarters since.
  • Toth Financial Advisory's Lumentum position peaked at $911K in Q3 2018.
  • 48 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.