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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
Q1 		$498K Buy
708
+78
+12% +$42.9K 0.01% 569
2025
Q4 		$232K Buy
+630
New +$162K 0.01% 777

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

HUB Investment Partners's LITE Position: Q1 2026 in Review

HUB Investment Partners increased its Lumentum (LITE) stake by 12% in Q1 2026, buying an estimated $42.9K and bringing the position to 708 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #569.

HUB Investment Partners first reported a position in LITE in Q4 2025 and has held it in 2 quarters since. 1,081 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

  • HUB Investment Partners held 708 shares of Lumentum worth $498K as of Q1 2026.
  • HUB Investment Partners bought 78 Lumentum shares in Q1 2026, an estimated $42.9K.
  • Lumentum made up 0.01% of HUB Investment Partners's portfolio in Q1 2026, its #569 holding.
  • HUB Investment Partners first reported a position in Lumentum in Q4 2025 and has held it in 2 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.