HWM
LITE icon

Hemington Wealth Management’s Lumentum LITE Stock Holding History

Hemington 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
2025
Q3 		$7K Hold
47
– – ﹤0.01% 1020
2025
Q2 		$4K Sell
47
-1
-2% -$71 ﹤0.01% 1166
2025
Q1 		$2K Sell
48
-1
-2% -$77 ﹤0.01% 1302
2024
Q4 		$4K Hold
49
– – ﹤0.01% 1088
2024
Q3 		$3K Buy
+49
New +$2.65K ﹤0.01% 1081

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Hemington Wealth Management's LITE Position: Q3 2025 in Review

Hemington Wealth Management held its Lumentum (LITE) position steady in Q3 2025 at 47 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Hemington Wealth Management first reported a position in LITE in Q3 2024 and has held it in 5 quarters since. 588 funds tracked by Wall St. Rank hold LITE as of Q3 2025.

  • Hemington Wealth Management held 47 shares of Lumentum worth $7K as of Q3 2025.
  • Hemington Wealth Management left its Lumentum share count unchanged in Q3 2025.
  • Lumentum made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1020 holding.
  • Hemington Wealth Management first reported a position in Lumentum in Q3 2024 and has held it in 5 quarters since.
  • 588 funds tracked by Wall St. Rank held Lumentum as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.