Raffa Wealth Management’s Lumentum LITE Stock Holding History

Raffa Wealth Management’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	$7.72K	Buy	9 +4	+80%	+$3.57K	﹤0.01%	489
2026 Q1	$3.51K	Sell	5 -1	-17%	-$549	﹤0.01%	616
2025 Q4	$2.21K	Buy	+6	New	+$1.54K	﹤0.01%	718
2022 Q3	–	Sell	-12	Closed	-$953	–	1182
2022 Q2	$953	Buy	12 +1	+9%	+$85	﹤0.01%	833
2022 Q1	$1.07K	Buy	11 +5	+83%	+$489	﹤0.01%	839
2021 Q4	$635	Hold	6	–	–	﹤0.01%	1009
2021 Q3	$501	Hold	6	–	–	﹤0.01%	1047
2021 Q2	$492	Hold	6	–	–	﹤0.01%	1046
2021 Q1	$548	Hold	6	–	–	﹤0.01%	1034
2020 Q4	$569	Hold	6	–	–	﹤0.01%	845
2020 Q3	$451	Hold	6	–	–	﹤0.01%	827
2020 Q2	$489	Buy	+6	New	+$457	﹤0.01%	821
2017 Q1	–	Sell	-16	Closed	-$618	–	638
2016 Q4	$618	Sell	16 -3	-16%	-$119	﹤0.01%	652
2016 Q3	$794	Hold	19	–	–	﹤0.01%	500
2016 Q2	$460	Buy	+19	New	+$471	﹤0.01%	721

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raffa Wealth Management's LITE Position: Q2 2026 in Review

Raffa Wealth Management increased its Lumentum (LITE) stake by 80% in Q2 2026, buying an estimated $3.57K and bringing the position to 9 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Raffa Wealth Management first reported a position in LITE in Q2 2016 and has held it in 15 quarters since. 1,231 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Raffa Wealth Management held 9 shares of Lumentum worth $7.72K as of Q2 2026.
Raffa Wealth Management bought 4 Lumentum shares in Q2 2026, an estimated $3.57K.
Lumentum made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #489 holding.
Raffa Wealth Management first reported a position in Lumentum in Q2 2016 and has held it in 15 quarters since.
1,231 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.