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World Investment Advisors’s Lumentum LITE Stock Holding History

World Investment 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 		$389K Sell
543
-40
-7% -$35.7K 0.01% 1079
2026
Q1 		$410K Buy
+583
New +$320K 0.01% 1083

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

World Investment Advisors's LITE Position: Q2 2026 in Review

World Investment Advisors reduced its Lumentum (LITE) stake by 6.9% in Q2 2026, selling an estimated $35.7K and leaving 543 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #1079.

World Investment Advisors first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. The position peaked at $410K in Q1 2026. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • World Investment Advisors held 543 shares of Lumentum worth $389K as of Q2 2026.
  • World Investment Advisors sold 40 Lumentum shares in Q2 2026, an estimated $35.7K.
  • Lumentum made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1079 holding.
  • World Investment Advisors first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • World Investment Advisors's Lumentum position peaked at $410K in Q1 2026.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.