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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
2026
Q2 		$372K Buy
+434
New +$387K ﹤0.01% 1230
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Principal Securities's LITE Position: Q2 2026 in Review

Principal Securities opened a new position in Lumentum (LITE) in Q2 2026: 434 shares worth $372K. The stake represents ﹤0.01% of the portfolio and ranks #1230 among its holdings. This is a return to the name: Principal Securities previously reported a position in LITE as recently as Q3 2025.

Principal Securities first reported a position in LITE in Q4 2023 and has held it in 9 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Principal Securities held 434 shares of Lumentum worth $372K as of Q2 2026.
  • Lumentum was a new Principal Securities position in Q2 2026.
  • Lumentum made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1230 holding.
  • Principal Securities first reported a position in Lumentum in Q4 2023 and has held it in 9 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.