Empower Advisory Group’s Lumentum LITE Stock Holding History

Empower Advisory 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	$261K	Sell	304 -36	-11%	-$32.1K	﹤0.01%	463
2026 Q1	$239K	Buy	+340	New	+$187K	﹤0.01%	458

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

Empower Advisory Group's LITE Position: Q2 2026 in Review

Empower Advisory Group reduced its Lumentum (LITE) stake by 11% in Q2 2026, selling an estimated $32.1K and leaving 304 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Empower Advisory 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.

Empower Advisory Group held 304 shares of Lumentum worth $261K as of Q2 2026.
Empower Advisory Group sold 36 Lumentum shares in Q2 2026, an estimated $32.1K.
Lumentum made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #463 holding.
Empower Advisory 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 Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.