FNWA
LITE icon

Financial Network Wealth Advisors’s Lumentum LITE Stock Holding History

Financial Network Wealth Advisors’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
Q1 		– Sell
-12
Closed -$4.42K – 856
2025
Q4 		$4.42K Hold
12
– – ﹤0.01% 556
2025
Q3 		$1.95K Hold
12
– – ﹤0.01% 672
2025
Q2 		$1.14K Hold
12
– – ﹤0.01% 743
2025
Q1 		$748 Buy
+12
New +$923 ﹤0.01% 756

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Financial Network Wealth Advisors's LITE Position: Q1 2026 in Review

Financial Network Wealth Advisors sold out of Lumentum (LITE) in Q1 2026, closing a stake of 12 shares — an estimated $4.42K sold.

Financial Network Wealth Advisors first reported a position in LITE in Q1 2025 and held it in 4 quarters. The position peaked at $4.42K in Q4 2025. 1,087 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Financial Network Wealth Advisors reported no remaining Lumentum position as of Q1 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 12 Lumentum shares in Q1 2026, an estimated $4.42K.
  • Financial Network Wealth Advisors first reported a position in Lumentum in Q1 2025 and held it in 4 quarters.
  • Financial Network Wealth Advisors's Lumentum position peaked at $4.42K in Q4 2025.
  • 1,087 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.