PAG
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Private Advisory Group’s Lumentum LITE Stock Holding History

Private Advisory 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
Q1 		$1.56M Buy
+2,224
New +$1.22M 0.1% 137

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Private Advisory Group's LITE Position: Q1 2026 in Review

Private Advisory Group opened a new position in Lumentum (LITE) in Q1 2026: 2,224 shares worth $1.56M. The stake represents 0.1% of the portfolio and ranks #137 among its holdings.

1,082 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Private Advisory Group held 2,224 shares of Lumentum worth $1.56M as of Q1 2026.
  • Lumentum was a new Private Advisory Group position in Q1 2026.
  • Lumentum made up 0.1% of Private Advisory Group's portfolio in Q1 2026, its #137 holding.
  • 1,082 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.