PWM
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Parkworth Wealth Management’s Lumentum LITE Stock Holding History

Parkworth 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
2025
Q2 		$95 Hold
1
– – ﹤0.01% 1143
2025
Q1 		$62 Hold
1
– – ﹤0.01% 1067
2024
Q4 		$84 Buy
+1
New +$78 ﹤0.01% 1036

Other funds holding LITE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Parkworth Wealth Management's LITE Position: Q2 2025 in Review

Parkworth Wealth Management held its Lumentum (LITE) position steady in Q2 2025 at 1 share worth $95. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Parkworth Wealth Management first reported a position in LITE in Q4 2024 and has held it in 3 quarters since. 482 funds tracked by Wall St. Rank hold LITE as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Lumentum worth $95 as of Q2 2025.
  • Parkworth Wealth Management left its Lumentum share count unchanged in Q2 2025.
  • Lumentum made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1143 holding.
  • Parkworth Wealth Management first reported a position in Lumentum in Q4 2024 and has held it in 3 quarters since.
  • 482 funds tracked by Wall St. Rank held Lumentum as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.