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Principal Securities’s Lumentum LITE Stock Holding History

Principal Securities’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
Q4 		– Sell
-28
Closed -$4.56K – 2593
2025
Q3 		$4.56K Buy
28
+3
+12% +$374 ﹤0.01% 2998
2025
Q2 		$2.38K Sell
25
-8
-24% -$568 ﹤0.01% 3091
2025
Q1 		$2.77K Hold
33
– – ﹤0.01% 2951
2024
Q4 		$2.77K Buy
33
+19
+136% +$1.48K ﹤0.01% 2946
2024
Q3 		$887 Sell
14
-1,230
-99% -$66.6K ﹤0.01% 3162
2024
Q2 		$63.3K Buy
1,244
+63
+5% +$2.85K ﹤0.01% 1510
2024
Q1 		$55.9K Buy
1,181
+129
+12% +$6.56K ﹤0.01% 1522
2023
Q4 		$55.1K Buy
+1,052
New +$45.9K ﹤0.01% 1440

Other funds holding LITE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Securities's LITE Position: Q4 2025 in Review

Principal Securities sold out of Lumentum (LITE) in Q4 2025, closing a stake of 28 shares — an estimated $4.56K sold.

Principal Securities first reported a position in LITE in Q4 2023 and held it in 8 quarters. The position peaked at $63.3K in Q2 2024. 754 funds tracked by Wall St. Rank hold LITE as of Q4 2025.

  • Principal Securities reported no remaining Lumentum position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 28 Lumentum shares in Q4 2025, an estimated $4.56K.
  • Principal Securities first reported a position in Lumentum in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Lumentum position peaked at $63.3K in Q2 2024.
  • 754 funds tracked by Wall St. Rank held Lumentum as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.