Wealth Preservation Advisors’s Lumentum LITE Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-83	Closed	-$58.3K	–	549
2026 Q1	$58.3K	Buy	+83	New	+$45.6K	0.05%	152

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

Wealth Preservation Advisors's LITE Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Lumentum (LITE) in Q2 2026, closing a stake of 83 shares — an estimated $58.3K sold.

Wealth Preservation Advisors first reported a position in LITE in Q1 2026 and held it in 1 quarter. The position peaked at $58.3K in Q1 2026. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Wealth Preservation Advisors reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 83 Lumentum shares in Q2 2026, an estimated $58.3K.
Wealth Preservation Advisors first reported a position in Lumentum in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Lumentum position peaked at $58.3K in Q1 2026.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.