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 Q3	$502K	Sell	517 -71	-12%	-$60K	0.01%	459
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 $118B AUM 40.52% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Valeo Financial Advisors's LITE Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Lumentum (LITE) stake by 12% in Q3 2026, selling an estimated $60K and leaving 517 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #459.

Valeo Financial Advisors first reported a position in LITE in Q3 2017 and has held it in 9 quarters since. The position peaked at $504K in Q2 2026. 380 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

Valeo Financial Advisors held 517 shares of Lumentum worth $502K as of Q3 2026.
Valeo Financial Advisors sold 71 Lumentum shares in Q3 2026, an estimated $60K.
Lumentum made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #459 holding.
Valeo Financial Advisors first reported a position in Lumentum in Q3 2017 and has held it in 9 quarters since.
Valeo Financial Advisors's Lumentum position peaked at $504K in Q2 2026.
380 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

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