Abacus Wealth Partners
LITE icon

Abacus Wealth Partners’s Lumentum LITE Stock Holding History

Abacus Wealth Partners’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
Q3 		$312K Buy
321
+2
+0.6% +$1.69K 0.04% 215
2026
Q2 		$274K Sell
319
-138
-30% -$123K 0.03% 253
2026
Q1 		$321K Buy
+457
New +$251K 0.03% 336

Other funds holding LITE

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State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Abacus Wealth Partners's LITE Position: Q3 2026 in Review

Abacus Wealth Partners increased its Lumentum (LITE) stake by 0.63% in Q3 2026, buying an estimated $1.69K and bringing the position to 321 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #215.

Abacus Wealth Partners first reported a position in LITE in Q1 2026 and has held it in 3 quarters since. The position peaked at $321K in Q1 2026. 857 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Abacus Wealth Partners held 321 shares of Lumentum worth $312K as of Q3 2026.
  • Abacus Wealth Partners bought 2 Lumentum shares in Q3 2026, an estimated $1.69K.
  • Lumentum made up 0.04% of Abacus Wealth Partners's portfolio in Q3 2026, its #215 holding.
  • Abacus Wealth Partners first reported a position in Lumentum in Q1 2026 and has held it in 3 quarters since.
  • Abacus Wealth Partners's Lumentum position peaked at $321K in Q1 2026.
  • 857 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Abacus Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.