Crestwood Advisors Group’s Lumentum LITE Stock Holding History

Crestwood Advisors Group’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	$589K	Buy	687 +138	+25%	+$123K	0.01%	439
2026 Q1	$386K	Buy	+549	New	+$302K	0.01%	497

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

Crestwood Advisors Group's LITE Position: Q2 2026 in Review

Crestwood Advisors Group increased its Lumentum (LITE) stake by 25% in Q2 2026, buying an estimated $123K and bringing the position to 687 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #439.

Crestwood Advisors Group first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Crestwood Advisors Group held 687 shares of Lumentum worth $589K as of Q2 2026.
Crestwood Advisors Group bought 138 Lumentum shares in Q2 2026, an estimated $123K.
Lumentum made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #439 holding.
Crestwood Advisors Group first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.