Net Worth Advisory Group’s Lumentum LITE Stock Holding History

Net Worth Advisory Group’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	$2.1M	Sell	2,445 -259	-10%	-$231K	0.53%	37
2026 Q1	$1.9M	Sell	2,704 -1,032	-28%	-$567K	0.39%	56
2025 Q4	$1.38M	Buy	3,736 +1,954	+110%	+$502K	0.28%	69
2025 Q3	$290K	Buy	+1,782	New	+$222K	0.08%	289
2025 Q1	–	Sell	-2,462	Closed	-$207K	–	397
2024 Q4	$207K	Buy	+2,462	New	+$192K	0.06%	355

Other funds holding LITE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Net Worth Advisory Group's LITE Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Lumentum (LITE) stake by 9.6% in Q2 2026, selling an estimated $231K and leaving 2,445 shares worth $2.1M. The position accounts for 0.53% of the portfolio, ranked #37.

Net Worth Advisory Group first reported a position in LITE in Q4 2024 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Net Worth Advisory Group held 2,445 shares of Lumentum worth $2.1M as of Q2 2026.
Net Worth Advisory Group sold 259 Lumentum shares in Q2 2026, an estimated $231K.
Lumentum made up 0.53% of Net Worth Advisory Group's portfolio in Q2 2026, its #37 holding.
Net Worth Advisory Group first reported a position in Lumentum in Q4 2024 and has held it in 5 quarters since.
154 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.