Kingswood Wealth Advisors’s Lumentum LITE Stock Holding History

Kingswood 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 Q2	$430K	Buy	501 +136	+37%	+$121K	0.02%	651
2026 Q1	$257K	Buy	+365	New	+$201K	0.01%	779

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

Kingswood Wealth Advisors's LITE Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Lumentum (LITE) stake by 37% in Q2 2026, buying an estimated $121K and bringing the position to 501 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #651.

Kingswood Wealth Advisors first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Kingswood Wealth Advisors held 501 shares of Lumentum worth $430K as of Q2 2026.
Kingswood Wealth Advisors bought 136 Lumentum shares in Q2 2026, an estimated $121K.
Lumentum made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #651 holding.
Kingswood Wealth Advisors first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.