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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
2026
Q2 		$1.72K Buy
+2
New +$1.78K ﹤0.01% 986
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Medallion Wealth Advisors opened a new position in Lumentum (LITE) in Q2 2026: 2 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: Medallion Wealth Advisors previously reported a position in LITE as recently as Q1 2025.

Medallion Wealth Advisors first reported a position in LITE in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.35K in Q4 2024. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Medallion Wealth Advisors held 2 shares of Lumentum worth $1.72K as of Q2 2026.
  • Lumentum was a new Medallion Wealth Advisors position in Q2 2026.
  • Lumentum made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #986 holding.
  • Medallion Wealth Advisors first reported a position in Lumentum in Q4 2024 and has held it in 3 quarters since.
  • Medallion Wealth Advisors's Lumentum position peaked at $2.35K in Q4 2024.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.