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Caerus Investment Advisors’s Lumentum LITE Stock Holding History

Caerus Investment 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
Q1 		$346K Buy
+492
New +$270K 0.14% 143

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

Caerus Investment Advisors's LITE Position: Q1 2026 in Review

Caerus Investment Advisors opened a new position in Lumentum (LITE) in Q1 2026: 492 shares worth $346K. The stake represents 0.14% of the portfolio and ranks #143 among its holdings.

1,082 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Caerus Investment Advisors held 492 shares of Lumentum worth $346K as of Q1 2026.
  • Lumentum was a new Caerus Investment Advisors position in Q1 2026.
  • Lumentum made up 0.14% of Caerus Investment Advisors's portfolio in Q1 2026, its #143 holding.
  • 1,082 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.