Chesley Taft & Associates
LITE icon

Chesley Taft & Associates’s Lumentum LITE Stock Holding History

Chesley Taft & Associates’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 		$401K Buy
413
+115
+39% +$97.2K 0.02% 300
2026
Q2 		$256K Sell
298
-247
-45% -$220K 0.01% 343
2026
Q1 		$383K Sell
545
-23
-4% -$12.6K 0.02% 300
2025
Q4 		$209K Buy
+568
New +$146K 0.01% 363

Other funds holding LITE

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Chesley Taft & Associates's LITE Position: Q3 2026 in Review

Chesley Taft & Associates increased its Lumentum (LITE) stake by 39% in Q3 2026, buying an estimated $97.2K and bringing the position to 413 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #300.

Chesley Taft & Associates first reported a position in LITE in Q4 2025 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Chesley Taft & Associates held 413 shares of Lumentum worth $401K as of Q3 2026.
  • Chesley Taft & Associates bought 115 Lumentum shares in Q3 2026, an estimated $97.2K.
  • Lumentum made up 0.02% of Chesley Taft & Associates's portfolio in Q3 2026, its #300 holding.
  • Chesley Taft & Associates first reported a position in Lumentum in Q4 2025 and has held it in 4 quarters since.
  • 311 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Chesley Taft & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.