Parcion Private Wealth’s Lumentum LITE Stock Holding History

Parcion Private 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	$487K	Buy	567 +103	+22%	+$91.9K	0.03%	272
2026 Q1	$326K	Buy	+464	New	+$255K	0.02%	318

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

Parcion Private Wealth's LITE Position: Q2 2026 in Review

Parcion Private Wealth increased its Lumentum (LITE) stake by 22% in Q2 2026, buying an estimated $91.9K and bringing the position to 567 shares worth $487K. The position accounts for 0.03% of the portfolio, ranked #272.

Parcion Private Wealth first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Parcion Private Wealth held 567 shares of Lumentum worth $487K as of Q2 2026.
Parcion Private Wealth bought 103 Lumentum shares in Q2 2026, an estimated $91.9K.
Lumentum made up 0.03% of Parcion Private Wealth's portfolio in Q2 2026, its #272 holding.
Parcion Private Wealth first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.