Essential Partners’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Essential Partners's LITE Position: Q2 2026 in Review

Essential Partners increased its Lumentum (LITE) stake by 38% in Q2 2026, buying an estimated $73.1K and bringing the position to 296 shares worth $254K. The position accounts for 0.12% of the portfolio, ranked #189.

Essential Partners first reported a position in LITE in Q3 2025 and has held it in 4 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Essential Partners held 296 shares of Lumentum worth $254K as of Q2 2026.
  • Essential Partners bought 82 Lumentum shares in Q2 2026, an estimated $73.1K.
  • Lumentum made up 0.12% of Essential Partners's portfolio in Q2 2026, its #189 holding.
  • Essential Partners first reported a position in Lumentum in Q3 2025 and has held it in 4 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.