HIP
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HUB Investment Partners’s Lumentum LITE Stock Holding History

HUB Investment 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
Q2 		$921K Buy
1,073
+365
+52% +$326K 0.02% 473
2026
Q1 		$498K Buy
708
+78
+12% +$42.9K 0.01% 569
2025
Q4 		$232K Buy
+630
New +$162K 0.01% 777

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Vanguard Portfolio Management
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HUB Investment Partners's LITE Position: Q2 2026 in Review

HUB Investment Partners increased its Lumentum (LITE) stake by 52% in Q2 2026, buying an estimated $326K and bringing the position to 1,073 shares worth $921K. The position accounts for 0.02% of the portfolio, ranked #473.

HUB Investment Partners first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • HUB Investment Partners held 1,073 shares of Lumentum worth $921K as of Q2 2026.
  • HUB Investment Partners bought 365 Lumentum shares in Q2 2026, an estimated $326K.
  • Lumentum made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #473 holding.
  • HUB Investment Partners first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.