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 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

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

Mission Wealth Management's LITE Position: Q2 2026 in Review

Mission Wealth Management increased its Lumentum (LITE) stake by 47% in Q2 2026, buying an estimated $531K and bringing the position to 1,867 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #356.

Mission Wealth Management first reported a position in LITE in Q1 2018 and has held it in 6 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Mission Wealth Management held 1,867 shares of Lumentum worth $1.6M as of Q2 2026.
Mission Wealth Management bought 595 Lumentum shares in Q2 2026, an estimated $531K.
Lumentum made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #356 holding.
Mission Wealth Management first reported a position in Lumentum in Q1 2018 and has held it in 6 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.