Cerity Partners
LITE icon

Cerity Partners’s Lumentum LITE Stock Holding History

Cerity 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 		$20.7M Buy
21,321
+1,335
+7% +$1.13M 0.02% 477
2026
Q2 		$17.1M Buy
19,986
+2,910
+17% +$2.6M 0.02% 535
2026
Q1 		$12M Buy
17,076
+8,708
+104% +$4.78M 0.02% 611
2025
Q4 		$3.08M Buy
8,368
+5,950
+246% +$1.53M ﹤0.01% 1161
2025
Q3 		$393K Buy
+2,418
New +$302K ﹤0.01% 2121

Other funds holding LITE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cerity Partners's LITE Position: Q3 2026 in Review

Cerity Partners increased its Lumentum (LITE) stake by 6.7% in Q3 2026, buying an estimated $1.13M and bringing the position to 21,321 shares worth $20.7M. The position accounts for 0.02% of the portfolio, ranked #477.

Cerity Partners first reported a position in LITE in Q3 2025 and has held it in 5 quarters since. 1,153 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Cerity Partners held 21,321 shares of Lumentum worth $20.7M as of Q3 2026.
  • Cerity Partners bought 1,335 Lumentum shares in Q3 2026, an estimated $1.13M.
  • Lumentum made up 0.02% of Cerity Partners's portfolio in Q3 2026, its #477 holding.
  • Cerity Partners first reported a position in Lumentum in Q3 2025 and has held it in 5 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.