Vision Retirement’s Lumentum LITE Stock Holding History

Vision Retirement’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	$46.3K	Buy	54 +27	+100%	+$24.1K	0.01%	233
2026 Q1	$19K	Buy	+27	New	+$14.8K	0.01%	332

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

Vision Retirement's LITE Position: Q2 2026 in Review

Vision Retirement increased its Lumentum (LITE) stake by 100% in Q2 2026, buying an estimated $24.1K and bringing the position to 54 shares worth $46.3K. The position accounts for 0.01% of the portfolio, ranked #233.

Vision Retirement first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,311 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Vision Retirement held 54 shares of Lumentum worth $46.3K as of Q2 2026.
Vision Retirement bought 27 Lumentum shares in Q2 2026, an estimated $24.1K.
Lumentum made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #233 holding.
Vision Retirement first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,311 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.