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Principia Wealth Advisory’s Lumentum LITE Stock Holding History

Principia Wealth Advisory’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 		$369 Buy
+1
New +$257 ﹤0.01% 863

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

Principia Wealth Advisory's LITE Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in Lumentum (LITE) in Q4 2025: 1 share worth $369. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings.

754 funds tracked by Wall St. Rank hold LITE as of Q4 2025.

  • Principia Wealth Advisory held 1 share of Lumentum worth $369 as of Q4 2025.
  • Lumentum was a new Principia Wealth Advisory position in Q4 2025.
  • Lumentum made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #863 holding.
  • 754 funds tracked by Wall St. Rank held Lumentum as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.