Modern Wealth Management’s Lumentum LITE Stock Holding History

Modern 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	$269K	Buy	314 +52	+20%	+$46.4K	﹤0.01%	923
2026 Q1	$200K	Buy	+262	New	+$144K	﹤0.01%	845

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

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

Modern Wealth Management increased its Lumentum (LITE) stake by 20% in Q2 2026, buying an estimated $46.4K and bringing the position to 314 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Modern Wealth Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Modern Wealth Management held 314 shares of Lumentum worth $269K as of Q2 2026.
Modern Wealth Management bought 52 Lumentum shares in Q2 2026, an estimated $46.4K.
Lumentum made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #923 holding.
Modern Wealth Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

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