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
2026 Q2	$2.57K	Hold	3	–	–	﹤0.01%	521
2026 Q1	$2.11K	Buy	3 +2	+200%	+$1.1K	﹤0.01%	508
2025 Q4	$369	Buy	+1	New	+$257	﹤0.01%	863

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

Principia Wealth Advisory's LITE Position: Q2 2026 in Review

Principia Wealth Advisory held its Lumentum (LITE) position steady in Q2 2026 at 3 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Principia Wealth Advisory first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Principia Wealth Advisory held 3 shares of Lumentum worth $2.57K as of Q2 2026.
Principia Wealth Advisory left its Lumentum share count unchanged in Q2 2026.
Lumentum made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #521 holding.
Principia Wealth Advisory first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.