HB Wealth Management’s Lumentum LITE Stock Holding History

HB 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	$2.17M	Buy	2,527 +364	+17%	+$325K	0.01%	456
2026 Q1	$1.52M	Buy	2,163 +949	+78%	+$521K	0.01%	513
2025 Q4	$447K	Buy	+1,214	New	+$312K	﹤0.01%	951

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

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

HB Wealth Management increased its Lumentum (LITE) stake by 17% in Q2 2026, buying an estimated $325K and bringing the position to 2,527 shares worth $2.17M. The position accounts for 0.01% of the portfolio, ranked #456.

HB Wealth Management first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

HB Wealth Management held 2,527 shares of Lumentum worth $2.17M as of Q2 2026.
HB Wealth Management bought 364 Lumentum shares in Q2 2026, an estimated $325K.
Lumentum made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #456 holding.
HB Wealth Management first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.