Wealth Enhancement Advisory Services’s Lumentum LITE Stock Holding History

Wealth Enhancement Advisory Services’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	$72.6M	Buy	71,305 +59,486	+503%	+$50.3M	0.11%	176
2026 Q2	$8.79M	Buy	11,819 +1,803	+18%	+$1.61M	0.01%	735
2026 Q1	$7.68M	Buy	10,016 +2,176	+28%	+$1.2M	0.02%	692
2025 Q4	$3.12M	Sell	7,840 -1,205	-13%	-$309K	﹤0.01%	1266
2025 Q3	$1.42M	Sell	9,045 -327	-3%	-$40.8K	﹤0.01%	1648
2025 Q2	$869K	Buy	9,372 +1,156	+14%	+$82K	﹤0.01%	1838
2025 Q1	$512K	Buy	8,216 +546	+7%	+$42K	﹤0.01%	2054
2024 Q4	$644K	Buy	7,670 +262	+4%	+$20.4K	﹤0.01%	1808
2024 Q3	$470K	Sell	7,408 -258	-3%	-$14K	﹤0.01%	1867
2024 Q2	$390K	Sell	7,666 -207	-3%	-$9.38K	﹤0.01%	1805
2024 Q1	$373K	Buy	7,873 +25	+0.3%	+$1.27K	﹤0.01%	1768
2023 Q4	$411K	Buy	7,848 +1,758	+29%	+$76.6K	﹤0.01%	1631
2023 Q3	$275K	Buy	+6,090	New	+$309K	﹤0.01%	1790

Other funds holding LITE

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Wealth Enhancement Advisory Services's LITE Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Lumentum (LITE) stake by 503% in Q3 2026, buying an estimated $50.3M and bringing the position to 71,305 shares worth $72.6M. The position accounts for 0.11% of the portfolio, ranked #176.

Wealth Enhancement Advisory Services first reported a position in LITE in Q3 2023 and has held it in 13 quarters since. 338 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

Wealth Enhancement Advisory Services held 71,305 shares of Lumentum worth $72.6M as of Q3 2026.
Wealth Enhancement Advisory Services bought 59,486 Lumentum shares in Q3 2026, an estimated $50.3M.
Lumentum made up 0.11% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #176 holding.
Wealth Enhancement Advisory Services first reported a position in Lumentum in Q3 2023 and has held it in 13 quarters since.
338 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.