Waverly Advisors’s Lumentum LITE Stock Holding History

Waverly 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	$996K	Buy	1,161 +421	+57%	+$376K	0.01%	899
2026 Q1	$520K	Buy	+740	New	+$407K	﹤0.01%	1064
2015 Q4	–	Sell	-20	Closed	–	–	276
2015 Q3	$0	Buy	+20	New	+$379	﹤0.01%	440

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

Waverly Advisors's LITE Position: Q2 2026 in Review

Waverly Advisors increased its Lumentum (LITE) stake by 57% in Q2 2026, buying an estimated $376K and bringing the position to 1,161 shares worth $996K. The position accounts for 0.01% of the portfolio, ranked #899.

Waverly Advisors first reported a position in LITE in Q3 2015 and has held it in 3 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Waverly Advisors held 1,161 shares of Lumentum worth $996K as of Q2 2026.
Waverly Advisors bought 421 Lumentum shares in Q2 2026, an estimated $376K.
Lumentum made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #899 holding.
Waverly Advisors first reported a position in Lumentum in Q3 2015 and has held it in 3 quarters since.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.