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 Q2	$228K	Sell	266 -37	-12%	-$33K	0.14%	127
2026 Q1	$213K	Buy	+303	New	+$166K	0.11%	206

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

Waypoint Wealth Counsel's LITE Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Lumentum (LITE) stake by 12% in Q2 2026, selling an estimated $33K and leaving 266 shares worth $228K. The position accounts for 0.14% of the portfolio, ranked #127.

Waypoint Wealth Counsel first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Waypoint Wealth Counsel held 266 shares of Lumentum worth $228K as of Q2 2026.
Waypoint Wealth Counsel sold 37 Lumentum shares in Q2 2026, an estimated $33K.
Lumentum made up 0.14% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #127 holding.
Waypoint Wealth Counsel first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.