Mather Group’s Lumentum LITE Stock Holding History

Mather Group’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	$29.2K	Buy	34 +32	+1,600%	+$28.5K	﹤0.01%	1244
2026 Q1	$1.41K	Buy	+2	New	+$1.1K	﹤0.01%	1739
2024 Q3	–	Sell	-1	Closed	-$47	–	1985
2024 Q2	$47	Buy	+1	New	+$45	﹤0.01%	2169

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

Mather Group's LITE Position: Q2 2026 in Review

Mather Group increased its Lumentum (LITE) stake by 1,600% in Q2 2026, buying an estimated $28.5K and bringing the position to 34 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Mather Group first reported a position in LITE in Q2 2024 and has held it in 3 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Mather Group held 34 shares of Lumentum worth $29.2K as of Q2 2026.
Mather Group bought 32 Lumentum shares in Q2 2026, an estimated $28.5K.
Lumentum made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1244 holding.
Mather Group first reported a position in Lumentum in Q2 2024 and has held it in 3 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.