SPL
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Superior Planning, LLC’s Lumentum LITE Stock Holding History

Superior Planning, LLC’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 		$79.6K Buy
+82
New +$69.3K 0.03% 271

Other funds holding LITE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's LITE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Lumentum (LITE) in Q3 2026: 82 shares worth $79.6K. The stake represents 0.03% of the portfolio and ranks #271 among its holdings.

950 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Superior Planning, LLC held 82 shares of Lumentum worth $79.6K as of Q3 2026.
  • Lumentum was a new Superior Planning, LLC position in Q3 2026.
  • Lumentum made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #271 holding.
  • 950 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.