UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in LITE — Lumentum Holdings Inc.
CIK 1463217
IRVING, TX
Position in LITE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,885,157
+$852,100 QoQ
Shares Held
2,197
+49.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#595
of 1,304 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LITE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $101,725,931 across 10 Communication Equipment names. LITE ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
745,008 | $87,508,639 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
15,975 | $6,634,257 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
|
46,269 | $2,087,194 | |
| 4 | LITE |
Lumentum Holdings Inc.
This page
|
2,197 | $1,885,157 | |
| 5 | CIEN |
Ciena Corp
|
2,173 | $1,065,986 | |
| 6 | NOK |
Nokia Corp
|
59,745 | $793,413 | |
| 7 | ZBRA |
Zebra Technologies Corp
|
2,149 | $565,745 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
6,032 | $536,003 |
All Filings in LITE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,885,157 | 2,197 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,033,057 | 1,470 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $325,833 | 884 | Shares | Defined | 2026-02-17 | |
| 2022-12-31 | $453,461 | 8,692 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,350,006 | 19,688 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,822,779 | 60,725 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $6,220,926 | 63,739 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,200,715 | 68,079 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,157,065 | 73,702 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,739,750 | 118,734 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,825,289 | 52,822 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,719,667 | 39,237 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,947,820 | 25,926 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,024,715 | 12,584 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $286,840 | 3,892 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||