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
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 $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

Cerity Partners's LITE Position: Q1 2026 in Review

Cerity Partners increased its Lumentum (LITE) stake by 104% in Q1 2026, buying an estimated $4.78M and bringing the position to 17,076 shares worth $12M. The position accounts for 0.02% of the portfolio, ranked #611.

Cerity Partners first reported a position in LITE in Q3 2025 and has held it in 3 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Cerity Partners held 17,076 shares of Lumentum worth $12M as of Q1 2026.
  • Cerity Partners bought 8,708 Lumentum shares in Q1 2026, an estimated $4.78M.
  • Lumentum made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #611 holding.
  • Cerity Partners first reported a position in Lumentum in Q3 2025 and has held it in 3 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.