Congress Asset Management’s Lumentum LITE Stock Holding History

Congress Asset Management’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	$69.1M	Buy	+71,116	New	+$60.1M	0.45%	81

Other funds holding LITE

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Congress Asset Management's LITE Position: Q3 2026 in Review

Congress Asset Management opened a new position in Lumentum (LITE) in Q3 2026: 71,116 shares worth $69.1M. The stake represents 0.45% of the portfolio and ranks #81 among its holdings.

48 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

Congress Asset Management held 71,116 shares of Lumentum worth $69.1M as of Q3 2026.
Lumentum was a new Congress Asset Management position in Q3 2026.
Lumentum made up 0.45% of Congress Asset Management's portfolio in Q3 2026, its #81 holding.
48 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.