CWM
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Crowley Wealth Management’s Lumentum LITE Stock Holding History

Crowley 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
2025
Q4 		– Sell
-18
Closed -$2.93K – 200
2025
Q3 		$2.93K Hold
18
– – ﹤0.01% 351
2025
Q2 		$1.71K Hold
18
– – ﹤0.01% 363
2025
Q1 		$1.12K Hold
18
– – ﹤0.01% 386
2024
Q4 		$1.51K Buy
+18
New +$1.4K ﹤0.01% 386

Other funds holding LITE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crowley Wealth Management's LITE Position: Q4 2025 in Review

Crowley Wealth Management sold out of Lumentum (LITE) in Q4 2025, closing a stake of 18 shares — an estimated $2.93K sold.

Crowley Wealth Management first reported a position in LITE in Q4 2024 and held it in 4 quarters. The position peaked at $2.93K in Q3 2025. 757 funds tracked by Wall St. Rank hold LITE as of Q4 2025.

  • Crowley Wealth Management reported no remaining Lumentum position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 18 Lumentum shares in Q4 2025, an estimated $2.93K.
  • Crowley Wealth Management first reported a position in Lumentum in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Lumentum position peaked at $2.93K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held Lumentum as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.