Prestige Wealth Management Group’s Lumentum LITE Stock Holding History

Prestige Wealth Management Group’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	$76.4K	Buy	89 +6	+7%	+$5.35K	0.01%	234
2026 Q1	$58.3K	Sell	83 -2	-2%	-$1.1K	0.01%	239
2025 Q4	$31.3K	Hold	85	–	–	0.01%	306
2025 Q3	$13.8K	Hold	85	–	–	﹤0.01%	399
2025 Q2	$8.08K	Hold	85	–	–	﹤0.01%	476
2025 Q1	$5.3K	Hold	85	–	–	﹤0.01%	553
2024 Q4	$7.14K	Hold	85	–	–	﹤0.01%	526
2024 Q3	$5.39K	Buy	85 +8	+10%	+$433	﹤0.01%	597
2024 Q2	$3.92K	Hold	77	–	–	﹤0.01%	599
2024 Q1	$3.65K	Hold	77	–	–	﹤0.01%	641
2023 Q4	$4.04K	Hold	77	–	–	﹤0.01%	630
2023 Q3	$3.48K	Hold	77	–	–	﹤0.01%	644
2023 Q2	$4.37K	Hold	77	–	–	﹤0.01%	623
2023 Q1	$4.16K	Hold	77	–	–	﹤0.01%	617
2022 Q4	$4.02K	Hold	77	–	–	﹤0.01%	665
2022 Q3	$5K	Hold	77	–	–	﹤0.01%	559
2022 Q2	$6K	Hold	77	–	–	﹤0.01%	539
2022 Q1	$8K	Hold	77	–	–	﹤0.01%	510
2021 Q4	$8K	Hold	77	–	–	﹤0.01%	530
2021 Q3	$6K	Hold	77	–	–	﹤0.01%	596
2021 Q2	$6K	Hold	77	–	–	﹤0.01%	584
2021 Q1	$7K	Hold	77	–	–	﹤0.01%	553
2020 Q4	$7K	Hold	77	–	–	﹤0.01%	513
2020 Q3	$6K	Sell	77 -2	-3%	-$166	﹤0.01%	517
2020 Q2	$6K	Hold	79	–	–	﹤0.01%	500
2020 Q1	$6K	Buy	+79	New	+$6.22K	﹤0.01%	466
2019 Q1	–	Sell	-77	Closed	-$3K	–	854
2018 Q4	$3K	Buy	+77	New	+$3.79K	﹤0.01%	728

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

Prestige Wealth Management Group's LITE Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Lumentum (LITE) stake by 7.2% in Q2 2026, buying an estimated $5.35K and bringing the position to 89 shares worth $76.4K. The position accounts for 0.01% of the portfolio, ranked #234.

Prestige Wealth Management Group first reported a position in LITE in Q4 2018 and has held it in 27 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Prestige Wealth Management Group held 89 shares of Lumentum worth $76.4K as of Q2 2026.
Prestige Wealth Management Group bought 6 Lumentum shares in Q2 2026, an estimated $5.35K.
Lumentum made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #234 holding.
Prestige Wealth Management Group first reported a position in Lumentum in Q4 2018 and has held it in 27 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.