Wealth Enhancement Advisory Services
LITE icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wealth Enhancement Advisory Services's LITE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Lumentum (LITE) stake by 18% in Q2 2026, buying an estimated $1.61M and bringing the position to 11,819 shares worth $8.79M. The position accounts for 0.01% of the portfolio, ranked #735.

Wealth Enhancement Advisory Services first reported a position in LITE in Q3 2023 and has held it in 12 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,819 shares of Lumentum worth $8.79M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,803 Lumentum shares in Q2 2026, an estimated $1.61M.
  • Lumentum made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #735 holding.
  • Wealth Enhancement Advisory Services first reported a position in Lumentum in Q3 2023 and has held it in 12 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.