Net Worth Advisory Group Boosts Lumentum Holdings Stake to $1.38 Million

Institutional investor increases holdings in tech company by over 100% in Q4

Mar. 28, 2026 at 10:18am

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Net Worth Advisory Group, an institutional investor, boosted its stake in Lumentum Holdings Inc. (NASDAQ:LITE) by 109.7% during the fourth quarter, according to a recent SEC filing. The firm now owns 3,736 shares of the technology company's stock valued at $1.38 million.

Why it matters

Lumentum is a leading provider of photonic technologies for high-speed optical communication networks and industrial applications. This investment by Net Worth Advisory Group signals confidence in the company's growth potential and technology leadership.

The details

According to the filing, Net Worth Advisory Group increased its position in Lumentum by adding 1,954 additional shares during the quarter. The institutional investor now holds a total of 3,736 shares in the technology company.

  • The stake increase occurred during the fourth quarter of the year.
  • Net Worth Advisory Group filed the details of its Lumentum holdings with the SEC on March 28, 2026.

The players

Net Worth Advisory Group

An institutional investor that manages a portfolio of stocks and other financial assets.

Lumentum Holdings Inc.

A leading provider of photonic technologies for high-speed optical communication networks and industrial applications.

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The takeaway

This investment by Net Worth Advisory Group underscores the growing institutional interest in Lumentum and its innovative photonic technologies that are enabling the next generation of high-speed communication networks and industrial applications.