NWWA
LITE icon

New Wave Wealth Advisors’s Lumentum LITE Stock Holding History

New Wave 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
Q1 		$514K Buy
+731
New +$402K 0.18% 97
2025
Q1 		– Sell
-1
Closed -$84 – 432
2024
Q4 		$84 Buy
+1
New +$78 ﹤0.01% 702

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

New Wave Wealth Advisors's LITE Position: Q1 2026 in Review

New Wave Wealth Advisors opened a new position in Lumentum (LITE) in Q1 2026: 731 shares worth $514K. The stake represents 0.18% of the portfolio and ranks #97 among its holdings. This is a return to the name: New Wave Wealth Advisors previously reported a position in LITE as recently as Q4 2024.

New Wave Wealth Advisors first reported a position in LITE in Q4 2024 and has held it in 2 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • New Wave Wealth Advisors held 731 shares of Lumentum worth $514K as of Q1 2026.
  • Lumentum was a new New Wave Wealth Advisors position in Q1 2026.
  • Lumentum made up 0.18% of New Wave Wealth Advisors's portfolio in Q1 2026, its #97 holding.
  • New Wave Wealth Advisors first reported a position in Lumentum in Q4 2024 and has held it in 2 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.