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Chico Wealth RIA’s Lumentum LITE Stock Holding History

Chico Wealth RIA’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 		$216K Buy
+252
New +$225K 0.11% 44

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

Chico Wealth RIA's LITE Position: Q2 2026 in Review

Chico Wealth RIA opened a new position in Lumentum (LITE) in Q2 2026: 252 shares worth $216K. The stake represents 0.11% of the portfolio and ranks #44 among its holdings.

1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Chico Wealth RIA held 252 shares of Lumentum worth $216K as of Q2 2026.
  • Lumentum was a new Chico Wealth RIA position in Q2 2026.
  • Lumentum made up 0.11% of Chico Wealth RIA's portfolio in Q2 2026, its #44 holding.
  • 1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Chico Wealth RIA's 13F filing for Q2 2026, filed 13 Aug 2026.