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Essential Partners’s Lumentum LITE Stock Holding History

Essential Partners’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 		$192K Sell
198
-98
-33% -$82.9K 0.09% 252
2026
Q2 		$254K Buy
296
+82
+38% +$73.1K 0.12% 189
2026
Q1 		$150K Buy
214
+183
+590% +$101K 0.05% 328
2025
Q4 		$11.4K Buy
31
+29
+1,450% +$7.45K ﹤0.01% 1119
2025
Q3 		$325 Buy
+2
New +$249 ﹤0.01% 2299

Other funds holding LITE

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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Essential Partners's LITE Position: Q3 2026 in Review

Essential Partners reduced its Lumentum (LITE) stake by 33% in Q3 2026, selling an estimated $82.9K and leaving 198 shares worth $192K. The position accounts for 0.09% of the portfolio, ranked #252.

Essential Partners first reported a position in LITE in Q3 2025 and has held it in 5 quarters since. The position peaked at $254K in Q2 2026. 159 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Essential Partners held 198 shares of Lumentum worth $192K as of Q3 2026.
  • Essential Partners sold 98 Lumentum shares in Q3 2026, an estimated $82.9K.
  • Lumentum made up 0.09% of Essential Partners's portfolio in Q3 2026, its #252 holding.
  • Essential Partners first reported a position in Lumentum in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Lumentum position peaked at $254K in Q2 2026.
  • 159 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.