Drive Wealth Management’s Lumentum LITE Stock Holding History

Drive 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	$434K	Buy	506 +102	+25%	+$91K	0.08%	215
2026 Q1	$284K	Buy	+404	New	+$222K	0.06%	268

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

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

Drive Wealth Management increased its Lumentum (LITE) stake by 25% in Q2 2026, buying an estimated $91K and bringing the position to 506 shares worth $434K. The position accounts for 0.08% of the portfolio, ranked #215.

Drive Wealth Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Drive Wealth Management held 506 shares of Lumentum worth $434K as of Q2 2026.
Drive Wealth Management bought 102 Lumentum shares in Q2 2026, an estimated $91K.
Lumentum made up 0.08% of Drive Wealth Management's portfolio in Q2 2026, its #215 holding.
Drive Wealth Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.