Dynasty Wealth Management’s Lumentum LITE Stock Holding History

Dynasty 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	$269K	Sell	313 -12	-4%	-$10.7K	﹤0.01%	330
2026 Q1	$228K	Buy	+325	New	+$179K	﹤0.01%	315

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

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

Dynasty Wealth Management reduced its Lumentum (LITE) stake by 3.7% in Q2 2026, selling an estimated $10.7K and leaving 313 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Dynasty Wealth Management 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.

Dynasty Wealth Management held 313 shares of Lumentum worth $269K as of Q2 2026.
Dynasty Wealth Management sold 12 Lumentum shares in Q2 2026, an estimated $10.7K.
Lumentum made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #330 holding.
Dynasty Wealth Management 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 Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.