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Wealth High Governance Asset Management’s Lumentum LITE Stock Holding History

Wealth High Governance Asset 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
Q1 		$18.3M Sell
25,984
-28,940
-53% -$15.9M 2.85% 15
2025
Q4 		$20.2M Buy
+54,924
New +$14.1M 3.62% 5

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $5.05B AUM 589.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealth High Governance Asset Management's LITE Position: Q1 2026 in Review

Wealth High Governance Asset Management reduced its Lumentum (LITE) stake by 53% in Q1 2026, selling an estimated $15.9M and leaving 25,984 shares worth $18.3M. The position accounts for 2.85% of the portfolio, ranked #15.

Wealth High Governance Asset Management first reported a position in LITE in Q4 2025 and has held it in 2 quarters since. The position peaked at $20.2M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Wealth High Governance Asset Management held 25,984 shares of Lumentum worth $18.3M as of Q1 2026.
  • Wealth High Governance Asset Management sold 28,940 Lumentum shares in Q1 2026, an estimated $15.9M.
  • Lumentum made up 2.85% of Wealth High Governance Asset Management's portfolio in Q1 2026, its #15 holding.
  • Wealth High Governance Asset Management first reported a position in Lumentum in Q4 2025 and has held it in 2 quarters since.
  • Wealth High Governance Asset Management's Lumentum position peaked at $20.2M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Wealth High Governance Asset Management's 13F filing for Q1 2026, filed 18 Jun 2026.