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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Effects's LPTH Position: Q1 2026 in Review

Wealth Effects reduced its Lightpath Technologies (LPTH) stake by 4.1% in Q1 2026, selling an estimated $57.4K and leaving 115,500 shares worth $1.16M. The position accounts for 0.41% of the portfolio, ranked #54.

Wealth Effects first reported a position in LPTH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q4 2025. 134 funds tracked by Wall St. Rank hold LPTH as of Q1 2026.

Wealth Effects held 115,500 shares of Lightpath Technologies worth $1.16M as of Q1 2026.
Wealth Effects sold 5,000 Lightpath Technologies shares in Q1 2026, an estimated $57.4K.
Lightpath Technologies made up 0.41% of Wealth Effects's portfolio in Q1 2026, its #54 holding.
Wealth Effects first reported a position in Lightpath Technologies in Q4 2024 and has held it in 6 quarters since.
Wealth Effects's Lightpath Technologies position peaked at $1.3M in Q4 2025.
134 funds tracked by Wall St. Rank held Lightpath Technologies as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.