Corient Private Wealth
LITE icon

Corient Private Wealth’s Lumentum LITE Stock Holding History

Corient Private Wealth’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 		$3.45M Sell
4,950
-1,742
-26% -$957K ﹤0.01% 993
2025
Q4 		$2.47M Buy
6,692
+4,003
+149% +$1.03M ﹤0.01% 1413
2025
Q3 		$438K Sell
2,689
-125
-4% -$15.6K ﹤0.01% 1877
2025
Q2 		$268K Buy
+2,814
New +$200K ﹤0.01% 2062
2025
Q1 		– Sell
-3,110
Closed -$261K – 2376
2024
Q4 		$261K Sell
3,110
-116
-4% -$9.04K ﹤0.01% 1969
2024
Q3 		$204K Buy
+3,226
New +$175K ﹤0.01% 2215
2024
Q1 		– Sell
-4,508
Closed -$236K – 2328
2023
Q4 		$236K Buy
+4,508
New +$196K ﹤0.01% 1990
2023
Q2 		– Sell
-4,201
Closed -$227K – 2126
2023
Q1 		$227K Buy
+4,201
New +$234K ﹤0.01% 1741

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

Corient Private Wealth's LITE Position: Q1 2026 in Review

Corient Private Wealth reduced its Lumentum (LITE) stake by 26% in Q1 2026, selling an estimated $957K and leaving 4,950 shares worth $3.45M. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Corient Private Wealth first reported a position in LITE in Q1 2023 and has held it in 8 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • Corient Private Wealth held 4,950 shares of Lumentum worth $3.45M as of Q1 2026.
  • Corient Private Wealth sold 1,742 Lumentum shares in Q1 2026, an estimated $957K.
  • Lumentum made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #993 holding.
  • Corient Private Wealth first reported a position in Lumentum in Q1 2023 and has held it in 8 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.