True Wealth Design’s Lumentum LITE Stock Holding History

True Wealth Design’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	$77.2K	Buy	90 +24	+36%	+$21.4K	0.02%	335
2026 Q1	$46.4K	Buy	+66	New	+$36.3K	0.01%	424
2025 Q2	–	Sell	-1	Closed	-$63	–	2716
2025 Q1	$63	Buy	+1	New	+$77	﹤0.01%	2324

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

True Wealth Design's LITE Position: Q2 2026 in Review

True Wealth Design increased its Lumentum (LITE) stake by 36% in Q2 2026, buying an estimated $21.4K and bringing the position to 90 shares worth $77.2K. The position accounts for 0.02% of the portfolio, ranked #335.

True Wealth Design first reported a position in LITE in Q1 2025 and has held it in 3 quarters since. 1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

True Wealth Design held 90 shares of Lumentum worth $77.2K as of Q2 2026.
True Wealth Design bought 24 Lumentum shares in Q2 2026, an estimated $21.4K.
Lumentum made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #335 holding.
True Wealth Design first reported a position in Lumentum in Q1 2025 and has held it in 3 quarters since.
1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.