Chicago Partners Investment Group’s Lumentum LITE Stock Holding History

Chicago Partners Investment Group’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 Q2	$1.13M	Buy	1,360 +338	+33%	+$302K	0.02%	597
2026 Q1	$893K	Buy	+1,022	New	+$561K	0.02%	592
2018 Q4	–	Sell	-187	Closed	-$10K	–	652
2018 Q3	$10K	Hold	187	–	–	﹤0.01%	817
2018 Q2	$11K	Hold	187	–	–	﹤0.01%	789
2018 Q1	$12K	Hold	187	–	–	﹤0.01%	743
2017 Q4	$9K	Hold	187	–	–	﹤0.01%	764
2017 Q3	$10K	Hold	187	–	–	﹤0.01%	779
2017 Q2	$11K	Buy	+187	New	+$10K	﹤0.01%	573

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Chicago Partners Investment Group's LITE Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Lumentum (LITE) stake by 33% in Q2 2026, buying an estimated $302K and bringing the position to 1,360 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #597.

Chicago Partners Investment Group first reported a position in LITE in Q2 2017 and has held it in 8 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Chicago Partners Investment Group held 1,360 shares of Lumentum worth $1.13M as of Q2 2026.
Chicago Partners Investment Group bought 338 Lumentum shares in Q2 2026, an estimated $302K.
Lumentum made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #597 holding.
Chicago Partners Investment Group first reported a position in Lumentum in Q2 2017 and has held it in 8 quarters since.
1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.