Wellspring Financial Advisors’s Lumentum LITE Stock Holding History

Wellspring Financial 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	$338K	Buy	+394	New	+$351K	0.02%	208

Other funds holding LITE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NGM

North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Wellspring Financial Advisors's LITE Position: Q2 2026 in Review

Wellspring Financial Advisors opened a new position in Lumentum (LITE) in Q2 2026: 394 shares worth $338K. The stake represents 0.02% of the portfolio and ranks #208 among its holdings.

303 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Wellspring Financial Advisors held 394 shares of Lumentum worth $338K as of Q2 2026.
Lumentum was a new Wellspring Financial Advisors position in Q2 2026.
Lumentum made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #208 holding.
303 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.