Physician Wealth Advisors’s Lumentum LITE Stock Holding History

Physician 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 Q3	$82.6K	Buy	85 +60	+240%	+$50.7K	0.01%	352
2026 Q2	$21.5K	Buy	25 +6	+32%	+$5.35K	﹤0.01%	642
2026 Q1	$13.4K	Buy	19 +7	+58%	+$3.85K	﹤0.01%	728
2025 Q4	$4.42K	Buy	12 +4	+50%	+$1.03K	﹤0.01%	1008
2025 Q3	$1.3K	Buy	+8	New	+$998	﹤0.01%	1423
2025 Q2	–	Sell	-21	Closed	-$1.31K	–	1898
2025 Q1	$1.31K	Buy	+21	New	+$1.62K	﹤0.01%	959

Other funds holding LITE

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

Physician Wealth Advisors's LITE Position: Q3 2026 in Review

Physician Wealth Advisors increased its Lumentum (LITE) stake by 240% in Q3 2026, buying an estimated $50.7K and bringing the position to 85 shares worth $82.6K. The position accounts for 0.01% of the portfolio, ranked #352.

Physician Wealth Advisors first reported a position in LITE in Q1 2025 and has held it in 6 quarters since. 284 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

Physician Wealth Advisors held 85 shares of Lumentum worth $82.6K as of Q3 2026.
Physician Wealth Advisors bought 60 Lumentum shares in Q3 2026, an estimated $50.7K.
Lumentum made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #352 holding.
Physician Wealth Advisors first reported a position in Lumentum in Q1 2025 and has held it in 6 quarters since.
284 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.