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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
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
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

Chicago Partners Investment Group's LITE Position: Q1 2026 in Review

Chicago Partners Investment Group opened a new position in Lumentum (LITE) in Q1 2026: 1,022 shares worth $893K. The stake represents 0.02% of the portfolio and ranks #592 among its holdings. This is a return to the name: Chicago Partners Investment Group previously reported a position in LITE as recently as Q3 2018.

Chicago Partners Investment Group first reported a position in LITE in Q2 2017 and has held it in 7 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Chicago Partners Investment Group held 1,022 shares of Lumentum worth $893K as of Q1 2026.
  • Lumentum was a new Chicago Partners Investment Group position in Q1 2026.
  • Lumentum made up 0.02% of Chicago Partners Investment Group's portfolio in Q1 2026, its #592 holding.
  • Chicago Partners Investment Group first reported a position in Lumentum in Q2 2017 and has held it in 7 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.