Abound Wealth Management’s Lumentum LITE Stock Holding History

Abound Wealth Management’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	–	Sell	-7	Closed	-$4.92K	–	1485
2026 Q1	$4.92K	Buy	+7	New	+$3.85K	﹤0.01%	731
2023 Q2	–	Sell	-1	Closed	-$55	–	1211
2023 Q1	$55	Buy	+1	New	+$56	﹤0.01%	712

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Abound Wealth Management's LITE Position: Q2 2026 in Review

Abound Wealth Management sold out of Lumentum (LITE) in Q2 2026, closing a stake of 7 shares — an estimated $4.92K sold.

Abound Wealth Management first reported a position in LITE in Q1 2023 and held it in 2 quarters. The position peaked at $4.92K in Q1 2026. 1,311 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Abound Wealth Management reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 7 Lumentum shares in Q2 2026, an estimated $4.92K.
Abound Wealth Management first reported a position in Lumentum in Q1 2023 and held it in 2 quarters.
Abound Wealth Management's Lumentum position peaked at $4.92K in Q1 2026.
1,311 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.