Mission Wealth Management’s Lumentum LITE Stock Holding History

Mission Wealth Management’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	$1.26M	Sell	1,296 -571	-31%	-$483K	0.02%	332
2026 Q2	$1.6M	Buy	1,867 +595	+47%	+$531K	0.02%	356
2026 Q1	$894K	Sell	1,272 -23	-2%	-$12.6K	0.02%	342
2025 Q4	$477K	Buy	+1,295	New	+$333K	0.01%	500
2021 Q2	–	Sell	-2,414	Closed	-$221K	–	495
2021 Q1	$221K	Sell	2,414 -148	-6%	-$13.7K	0.01%	416
2020 Q4	$243K	Buy	+2,562	New	+$221K	0.02%	367
2018 Q2	–	Sell	-3,176	Closed	-$203K	–	275
2018 Q1	$203K	Buy	+3,176	New	+$182K	0.03%	224

Other funds holding LITE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Mission Wealth Management's LITE Position: Q3 2026 in Review

Mission Wealth Management reduced its Lumentum (LITE) stake by 31% in Q3 2026, selling an estimated $483K and leaving 1,296 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #332.

Mission Wealth Management first reported a position in LITE in Q1 2018 and has held it in 7 quarters since. The position peaked at $1.6M in Q2 2026. 240 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

Mission Wealth Management held 1,296 shares of Lumentum worth $1.26M as of Q3 2026.
Mission Wealth Management sold 571 Lumentum shares in Q3 2026, an estimated $483K.
Lumentum made up 0.02% of Mission Wealth Management's portfolio in Q3 2026, its #332 holding.
Mission Wealth Management first reported a position in Lumentum in Q1 2018 and has held it in 7 quarters since.
Mission Wealth Management's Lumentum position peaked at $1.6M in Q2 2026.
240 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.