United Capital Financial Advisors’s Lumentum LITE Stock Holding History

United Capital Financial Advisors’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	$1.03M	Buy	1,470 +586	+66%	+$322K	0.01%	744
2025 Q4	$326K	Buy	+884	New	+$227K	﹤0.01%	1130
2023 Q1	–	Sell	-8,692	Closed	-$453K	–	1025
2022 Q4	$453K	Sell	8,692 -10,996	-56%	-$675K	﹤0.01%	776
2022 Q3	$1.35M	Sell	19,688 -41,037	-68%	-$3.4M	0.01%	549
2022 Q2	$4.82M	Sell	60,725 -3,014	-5%	-$257K	0.03%	339
2022 Q1	$6.22M	Sell	63,739 -4,340	-6%	-$425K	0.03%	335
2021 Q4	$7.2M	Sell	68,079 -5,623	-8%	-$512K	0.03%	319
2021 Q3	$6.16M	Sell	73,702 -45,032	-38%	-$3.78M	0.03%	340
2021 Q2	$9.74M	Buy	118,734 +65,912	+125%	+$5.54M	0.05%	275
2021 Q1	$4.83M	Buy	52,822 +13,585	+35%	+$1.26M	0.03%	366
2020 Q4	$3.72M	Buy	39,237 +13,311	+51%	+$1.15M	0.02%	400
2020 Q3	$1.95M	Buy	25,926 +13,342	+106%	+$1.11M	0.01%	501
2020 Q2	$1.02M	Buy	12,584 +8,692	+223%	+$662K	0.01%	661
2020 Q1	$287K	Buy	+3,892	New	+$306K	﹤0.01%	982

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

United Capital Financial Advisors's LITE Position: Q1 2026 in Review

United Capital Financial Advisors increased its Lumentum (LITE) stake by 66% in Q1 2026, buying an estimated $322K and bringing the position to 1,470 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #744.

United Capital Financial Advisors first reported a position in LITE in Q1 2020 and has held it in 14 quarters since. The position peaked at $9.74M in Q2 2021. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

United Capital Financial Advisors held 1,470 shares of Lumentum worth $1.03M as of Q1 2026.
United Capital Financial Advisors bought 586 Lumentum shares in Q1 2026, an estimated $322K.
Lumentum made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #744 holding.
United Capital Financial Advisors first reported a position in Lumentum in Q1 2020 and has held it in 14 quarters since.
United Capital Financial Advisors's Lumentum position peaked at $9.74M in Q2 2021.
1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.