NewEdge Wealth’s Lumentum LITE Stock Holding History

NewEdge Wealth’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	$1.58M	Buy	1,845 +1,293	+234%	+$1.15M	0.02%	521
2026 Q1	$388K	Sell	552 -281	-34%	-$154K	﹤0.01%	891
2025 Q4	$307K	Sell	833 -114	-12%	-$29.3K	﹤0.01%	1015
2025 Q3	$220K	Buy	+947	New	+$118K	﹤0.01%	962
2022 Q1	–	Sell	-1,901	Closed	-$201K	–	428
2021 Q4	$201K	Buy	+1,901	New	+$173K	0.01%	386
2021 Q2	–	Sell	-10,397	Closed	-$950K	–	298
2021 Q1	$950K	Buy	+10,397	New	+$962K	0.09%	166

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

NewEdge Wealth's LITE Position: Q2 2026 in Review

NewEdge Wealth increased its Lumentum (LITE) stake by 234% in Q2 2026, buying an estimated $1.15M and bringing the position to 1,845 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #521.

NewEdge Wealth first reported a position in LITE in Q1 2021 and has held it in 6 quarters since. 1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

NewEdge Wealth held 1,845 shares of Lumentum worth $1.58M as of Q2 2026.
NewEdge Wealth bought 1,293 Lumentum shares in Q2 2026, an estimated $1.15M.
Lumentum made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #521 holding.
NewEdge Wealth first reported a position in Lumentum in Q1 2021 and has held it in 6 quarters since.
1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.