UCFA
LITE icon

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
Q2 		$1.89M Buy
2,197
+727
+49% +$649K 0.01% 599
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
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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's LITE Position: Q2 2026 in Review

United Capital Financial Advisors increased its Lumentum (LITE) stake by 49% in Q2 2026, buying an estimated $649K and bringing the position to 2,197 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #599.

United Capital Financial Advisors first reported a position in LITE in Q1 2020 and has held it in 15 quarters since. The position peaked at $9.74M in Q2 2021. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • United Capital Financial Advisors held 2,197 shares of Lumentum worth $1.89M as of Q2 2026.
  • United Capital Financial Advisors bought 727 Lumentum shares in Q2 2026, an estimated $649K.
  • Lumentum made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #599 holding.
  • United Capital Financial Advisors first reported a position in Lumentum in Q1 2020 and has held it in 15 quarters since.
  • United Capital Financial Advisors's Lumentum position peaked at $9.74M in Q2 2021.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.