Cerity Partners’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Cerity Partners's LITE Position: Q2 2026 in Review

Cerity Partners increased its Lumentum (LITE) stake by 17% in Q2 2026, buying an estimated $2.6M and bringing the position to 19,986 shares worth $17.1M. The position accounts for 0.02% of the portfolio, ranked #535.

Cerity Partners first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Cerity Partners held 19,986 shares of Lumentum worth $17.1M as of Q2 2026.
  • Cerity Partners bought 2,910 Lumentum shares in Q2 2026, an estimated $2.6M.
  • Lumentum made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #535 holding.
  • Cerity Partners first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.