Valeo Financial Advisors’s Lumentum LITE Stock Holding History

Valeo 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	$504K	Buy	+588	New	+$525K	0.01%	449
2021 Q2	–	Sell	-125	Closed	-$11K	–	1234
2021 Q1	$11K	Hold	125	–	–	﹤0.01%	1335
2020 Q4	$12K	Hold	125	–	–	﹤0.01%	1148
2020 Q3	$9K	Sell	125 -8	-6%	-$663	﹤0.01%	1107
2020 Q2	$11K	Buy	+133	New	+$10.1K	﹤0.01%	1252
2018 Q2	–	Sell	-108	Closed	-$7K	–	1697
2018 Q1	$7K	Hold	108	–	–	﹤0.01%	1029
2017 Q4	$5K	Hold	108	–	–	﹤0.01%	1010
2017 Q3	$6K	Buy	+108	New	+$6.28K	﹤0.01%	831

Other funds holding LITE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

JSC

Jackson Square Capital San Francisco, California $719M AUM 144.18% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Valeo Financial Advisors's LITE Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Lumentum (LITE) in Q2 2026: 588 shares worth $504K. The stake represents 0.01% of the portfolio and ranks #449 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in LITE as recently as Q1 2021.

Valeo Financial Advisors first reported a position in LITE in Q3 2017 and has held it in 8 quarters since. 204 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Valeo Financial Advisors held 588 shares of Lumentum worth $504K as of Q2 2026.
Lumentum was a new Valeo Financial Advisors position in Q2 2026.
Lumentum made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #449 holding.
Valeo Financial Advisors first reported a position in Lumentum in Q3 2017 and has held it in 8 quarters since.
204 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.