FDW
LITE icon

Fourth Dimension Wealth’s Lumentum LITE Stock Holding History

Fourth Dimension Wealth’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 		$91K Sell
106
-176
-62% -$157K 0.03% 204
2026
Q1 		$198K Buy
282
+178
+171% +$97.8K 0.08% 133
2025
Q4 		$38.3K Hold
104
– – 0.01% 263
2025
Q3 		$16.9K Sell
104
-16
-13% -$2K 0.01% 353
2025
Q2 		$11.4K Sell
120
-97
-45% -$6.88K ﹤0.01% 410
2025
Q1 		$13.5K Hold
217
– – 0.01% 372
2024
Q4 		$18.2K Buy
+217
New +$16.9K 0.01% 337

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fourth Dimension Wealth's LITE Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Lumentum (LITE) stake by 62% in Q2 2026, selling an estimated $157K and leaving 106 shares worth $91K. The position accounts for 0.03% of the portfolio, ranked #204.

Fourth Dimension Wealth first reported a position in LITE in Q4 2024 and has held it in 7 quarters since. The position peaked at $198K in Q1 2026. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Fourth Dimension Wealth held 106 shares of Lumentum worth $91K as of Q2 2026.
  • Fourth Dimension Wealth sold 176 Lumentum shares in Q2 2026, an estimated $157K.
  • Lumentum made up 0.03% of Fourth Dimension Wealth's portfolio in Q2 2026, its #204 holding.
  • Fourth Dimension Wealth first reported a position in Lumentum in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Lumentum position peaked at $198K in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.