Waypoint Wealth Counsel
LITE icon

Waypoint Wealth Counsel’s Lumentum LITE Stock Holding History

Waypoint Wealth Counsel’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 		$274K Buy
282
+16
+6% +$13.5K 0.16% 113
2026
Q2 		$228K Sell
266
-37
-12% -$33K 0.14% 127
2026
Q1 		$213K Buy
+303
New +$166K 0.11% 206

Other funds holding LITE

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Waypoint Wealth Counsel's LITE Position: Q3 2026 in Review

Waypoint Wealth Counsel increased its Lumentum (LITE) stake by 6% in Q3 2026, buying an estimated $13.5K and bringing the position to 282 shares worth $274K. The position accounts for 0.16% of the portfolio, ranked #113.

Waypoint Wealth Counsel first reported a position in LITE in Q1 2026 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Waypoint Wealth Counsel held 282 shares of Lumentum worth $274K as of Q3 2026.
  • Waypoint Wealth Counsel bought 16 Lumentum shares in Q3 2026, an estimated $13.5K.
  • Lumentum made up 0.16% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #113 holding.
  • Waypoint Wealth Counsel first reported a position in Lumentum in Q1 2026 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.