Checchi Capital Advisers’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
$732K Buy
853
+63
+8% +$56.2K 0.03% 280
2026
Q1
$555K Buy
790
+38
+5% +$20.9K 0.03% 331
2025
Q4
$277K Buy
+752
New +$193K 0.01% 456
2016
Q3
Sell
-226
Closed -$5K 855
2016
Q2
$5K Hold
226
﹤0.01% 1400
2016
Q1
$6K Buy
+226
New +$5.22K ﹤0.01% 1381

Other funds holding LITE

Checchi Capital Advisers's LITE Position: Q2 2026 in Review

Checchi Capital Advisers increased its Lumentum (LITE) stake by 8% in Q2 2026, buying an estimated $56.2K and bringing the position to 853 shares worth $732K. The position accounts for 0.03% of the portfolio, ranked #280.

Checchi Capital Advisers first reported a position in LITE in Q1 2016 and has held it in 5 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Checchi Capital Advisers held 853 shares of Lumentum worth $732K as of Q2 2026.
  • Checchi Capital Advisers bought 63 Lumentum shares in Q2 2026, an estimated $56.2K.
  • Lumentum made up 0.03% of Checchi Capital Advisers's portfolio in Q2 2026, its #280 holding.
  • Checchi Capital Advisers first reported a position in Lumentum in Q1 2016 and has held it in 5 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.