WE
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Wealth Effects’s Lightpath Technologies LPTH Stock Holding History

Wealth Effects’s Portfolio LPTH Stock Details LPTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.87M Sell
114,250
-1,250
-1% -$17.4K 0.5% 42
2026
Q1 		$1.16M Sell
115,500
-5,000
-4% -$57.4K 0.41% 54
2025
Q4 		$1.3M Sell
120,500
-28,750
-19% -$233K 0.41% 44
2025
Q3 		$1.18M Buy
149,250
+13,250
+10% +$59.1K 0.38% 50
2025
Q2 		$419K Buy
136,000
+7,500
+6% +$18.6K 0.16% 115
2025
Q1 		$258K Buy
128,500
+82,000
+176% +$225K 0.11% 159
2024
Q4 		$164K Buy
+46,500
New +$86.8K 0.06% 201

Other funds holding LPTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealth Effects's LPTH Position: Q2 2026 in Review

Wealth Effects reduced its Lightpath Technologies (LPTH) stake by 1.1% in Q2 2026, selling an estimated $17.4K and leaving 114,250 shares worth $1.87M. The position accounts for 0.5% of the portfolio, ranked #42.

Wealth Effects first reported a position in LPTH in Q4 2024 and has held it in 7 quarters since. 164 funds tracked by Wall St. Rank hold LPTH as of Q2 2026.

  • Wealth Effects held 114,250 shares of Lightpath Technologies worth $1.87M as of Q2 2026.
  • Wealth Effects sold 1,250 Lightpath Technologies shares in Q2 2026, an estimated $17.4K.
  • Lightpath Technologies made up 0.5% of Wealth Effects's portfolio in Q2 2026, its #42 holding.
  • Wealth Effects first reported a position in Lightpath Technologies in Q4 2024 and has held it in 7 quarters since.
  • 164 funds tracked by Wall St. Rank held Lightpath Technologies as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.