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Atria Investments’s Lumentum LITE Stock Holding History

Atria Investments’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 		$1.29M Buy
+1,839
New +$1.01M 0.01% 918
2024
Q3 		– Sell
-14,699
Closed -$748K – 1988
2024
Q2 		$748K Buy
+14,699
New +$666K 0.01% 1095

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Atria Investments's LITE Position: Q1 2026 in Review

Atria Investments opened a new position in Lumentum (LITE) in Q1 2026: 1,839 shares worth $1.29M. The stake represents 0.01% of the portfolio and ranks #918 among its holdings. This is a return to the name: Atria Investments previously reported a position in LITE as recently as Q2 2024.

Atria Investments first reported a position in LITE in Q2 2024 and has held it in 2 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Atria Investments held 1,839 shares of Lumentum worth $1.29M as of Q1 2026.
  • Lumentum was a new Atria Investments position in Q1 2026.
  • Lumentum made up 0.01% of Atria Investments's portfolio in Q1 2026, its #918 holding.
  • Atria Investments first reported a position in Lumentum in Q2 2024 and has held it in 2 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.