Frank Rimerman Advisors
LITE icon

Frank Rimerman Advisors’s Lumentum LITE Stock Holding History

Frank Rimerman Advisors’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 		$746K Sell
768
-38
-5% -$32.1K 0.04% 320
2026
Q2 		$692K Buy
806
+97
+14% +$86.5K 0.04% 336
2026
Q1 		$498K Buy
+709
New +$389K 0.03% 380

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Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 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
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Frank Rimerman Advisors's LITE Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Lumentum (LITE) stake by 4.7% in Q3 2026, selling an estimated $32.1K and leaving 768 shares worth $746K. The position accounts for 0.04% of the portfolio, ranked #320.

Frank Rimerman Advisors first reported a position in LITE in Q1 2026 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Frank Rimerman Advisors held 768 shares of Lumentum worth $746K as of Q3 2026.
  • Frank Rimerman Advisors sold 38 Lumentum shares in Q3 2026, an estimated $32.1K.
  • Lumentum made up 0.04% of Frank Rimerman Advisors's portfolio in Q3 2026, its #320 holding.
  • Frank Rimerman Advisors first reported a position in Lumentum in Q1 2026 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.