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Medallion Wealth Advisors’s Lumentum LITE Stock Holding History

Medallion 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
2025
Q2 		– Sell
-28
Closed -$1.78K – 1118
2025
Q1 		$1.78K Hold
28
– – ﹤0.01% 935
2024
Q4 		$2.35K Buy
+28
New +$2.18K ﹤0.01% 840

Other funds holding LITE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Medallion Wealth Advisors's LITE Position: Q2 2025 in Review

Medallion Wealth Advisors sold out of Lumentum (LITE) in Q2 2025, closing a stake of 28 shares — an estimated $1.78K sold.

Medallion Wealth Advisors first reported a position in LITE in Q4 2024 and held it in 2 quarters. The position peaked at $2.35K in Q4 2024. 482 funds tracked by Wall St. Rank hold LITE as of Q2 2025.

  • Medallion Wealth Advisors reported no remaining Lumentum position as of Q2 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 28 Lumentum shares in Q2 2025, an estimated $1.78K.
  • Medallion Wealth Advisors first reported a position in Lumentum in Q4 2024 and held it in 2 quarters.
  • Medallion Wealth Advisors's Lumentum position peaked at $2.35K in Q4 2024.
  • 482 funds tracked by Wall St. Rank held Lumentum as of Q2 2025.

Based on Medallion Wealth Advisors's 13F filing for Q2 2025, filed 24 Apr 2026.