Veracity Capital’s Lumentum LITE Stock Holding History

Veracity Capital’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	$1.07M	Sell	1,252 -457	-27%	-$408K	0.29%	63
2026 Q1	$1.2M	Sell	1,709 -1,338	-44%	-$735K	0.43%	44
2025 Q4	$1.12M	Buy	3,047 +219	+8%	+$56.2K	0.33%	52
2025 Q3	$460K	Buy	+2,828	New	+$353K	0.15%	149

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Veracity Capital's LITE Position: Q2 2026 in Review

Veracity Capital reduced its Lumentum (LITE) stake by 27% in Q2 2026, selling an estimated $408K and leaving 1,252 shares worth $1.07M. The position accounts for 0.29% of the portfolio, ranked #63.

Veracity Capital first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.2M in Q1 2026. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Veracity Capital held 1,252 shares of Lumentum worth $1.07M as of Q2 2026.
Veracity Capital sold 457 Lumentum shares in Q2 2026, an estimated $408K.
Lumentum made up 0.29% of Veracity Capital's portfolio in Q2 2026, its #63 holding.
Veracity Capital first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
Veracity Capital's Lumentum position peaked at $1.2M in Q1 2026.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Veracity Capital's 13F filing for Q2 2026, filed 13 Jul 2026.