Highline Wealth Partners
LITE icon

Highline Wealth Partners’s Lumentum LITE Stock Holding History

Highline Wealth 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 		$15.5K Buy
16
+4
+33% +$3.38K ﹤0.01% 516
2026
Q2 		$10.3K Buy
12
+1
+9% +$892 ﹤0.01% 586
2026
Q1 		$7.73K Sell
11
-2
-15% -$1.1K ﹤0.01% 554
2025
Q4 		$4.79K Hold
13
– – ﹤0.01% 568
2025
Q3 		$2.12K Hold
13
– – ﹤0.01% 840
2025
Q2 		$1.24K Hold
13
– – ﹤0.01% 694
2025
Q1 		$810 Buy
+13
New +$1K ﹤0.01% 778

Other funds holding LITE

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
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
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 30.39% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Highline Wealth Partners's LITE Position: Q3 2026 in Review

Highline Wealth Partners increased its Lumentum (LITE) stake by 33% in Q3 2026, buying an estimated $3.38K and bringing the position to 16 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Highline Wealth Partners first reported a position in LITE in Q1 2025 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Highline Wealth Partners held 16 shares of Lumentum worth $15.5K as of Q3 2026.
  • Highline Wealth Partners bought 4 Lumentum shares in Q3 2026, an estimated $3.38K.
  • Lumentum made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #516 holding.
  • Highline Wealth Partners first reported a position in Lumentum in Q1 2025 and has held it in 7 quarters since.
  • 311 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.