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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
2020
Q3 		– Sell
-300
Closed -$24K – 1900
2020
Q2 		$24K Buy
+300
New +$22.9K ﹤0.01% 993

Other funds holding LITE

Swedbank
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
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. 209 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.
  • 209 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.