Marshall & Sterling Wealth Advisors
LITE icon

Marshall & Sterling Wealth Advisors’s Lumentum LITE Stock Holding History

Marshall & Sterling 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
Q3 		$9.7K Hold
10
– – 0.01% 247
2026
Q2 		$8.58K Buy
+10
New +$8.92K 0.01% 250

Other funds holding LITE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's LITE Position: Q3 2026 in Review

Marshall & Sterling Wealth Advisors held its Lumentum (LITE) position steady in Q3 2026 at 10 shares worth $9.7K. The position accounts for 0.01% of the portfolio, ranked #247.

Marshall & Sterling Wealth Advisors first reported a position in LITE in Q2 2026 and has held it in 2 quarters since. 982 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Marshall & Sterling Wealth Advisors held 10 shares of Lumentum worth $9.7K as of Q3 2026.
  • Marshall & Sterling Wealth Advisors left its Lumentum share count unchanged in Q3 2026.
  • Lumentum made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q3 2026, its #247 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Lumentum in Q2 2026 and has held it in 2 quarters since.
  • 982 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.