Plan Group Financial’s Lumentum LITE Stock Holding History

Plan Group Financial’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	$211K	Buy	+300	New	+$165K	0.05%	211

Other funds holding LITE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Plan Group Financial's LITE Position: Q1 2026 in Review

Plan Group Financial opened a new position in Lumentum (LITE) in Q1 2026: 300 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #211 among its holdings.

1,082 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

Plan Group Financial held 300 shares of Lumentum worth $211K as of Q1 2026.
Lumentum was a new Plan Group Financial position in Q1 2026.
Lumentum made up 0.05% of Plan Group Financial's portfolio in Q1 2026, its #211 holding.
1,082 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.