MassMutual Private Wealth & Trust
LITE icon

MassMutual Private Wealth & Trust’s Lumentum LITE Stock Holding History

MassMutual Private Wealth & Trust’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 		$248K Sell
255
-19
-7% -$16.1K 0.01% 399
2026
Q2 		$235K Buy
274
+37
+16% +$33K 0.01% 425
2026
Q1 		$167K Buy
237
+32
+16% +$17.6K ﹤0.01% 466
2025
Q4 		$75.6K Buy
205
+76
+59% +$19.5K ﹤0.01% 667
2025
Q3 		$21K Buy
129
+10
+8% +$1.25K ﹤0.01% 1099
2025
Q2 		$11.3K Buy
119
+3
+3% +$213 ﹤0.01% 1307
2025
Q1 		$7.23K Buy
116
+103
+792% +$7.93K ﹤0.01% 1427
2024
Q4 		$1.09K Hold
13
– – ﹤0.01% 2005
2024
Q3 		$824 Buy
+13
New +$704 ﹤0.01% 1898
2024
Q2 		– Sell
-6
Closed -$284 – 2191
2024
Q1 		$284 Sell
6
-146
-96% -$7.42K ﹤0.01% 1940
2023
Q4 		$7.97K Sell
152
-45
-23% -$1.96K ﹤0.01% 1098
2023
Q3 		$8.9K Buy
197
+25
+15% +$1.27K ﹤0.01% 1051
2023
Q2 		$9.8K Buy
172
+22
+15% +$1.1K ﹤0.01% 974
2023
Q1 		$8.1K Buy
150
+23
+18% +$1.28K ﹤0.01% 1009
2022
Q4 		$7K Buy
127
+27
+27% +$1.66K ﹤0.01% 886
2022
Q3 		$7K Sell
100
-15
-13% -$1.24K ﹤0.01% 841
2022
Q2 		$9K Buy
115
+15
+15% +$1.28K ﹤0.01% 744
2022
Q1 		$10K Sell
100
-80
-44% -$7.83K ﹤0.01% 741
2021
Q4 		$19K Buy
180
+80
+80% +$7.28K ﹤0.01% 613
2021
Q3 		$8K Hold
100
– – ﹤0.01% 752
2021
Q2 		$8K Hold
100
– – ﹤0.01% 721
2021
Q1 		$9K Hold
100
– – ﹤0.01% 619
2020
Q4 		$9K Hold
100
– – ﹤0.01% 616
2020
Q3 		$8K Hold
100
– – ﹤0.01% 590
2020
Q2 		$8K Hold
100
– – ﹤0.01% 568
2020
Q1 		$7K Hold
100
– – ﹤0.01% 554
2019
Q4 		$8K Buy
+100
New +$6.55K ﹤0.01% 655
2018
Q4 		– Sell
-35
Closed -$2.1K – 1012
2018
Q3 		$2.1K Hold
35
– – ﹤0.01% 824
2018
Q2 		$2.03K Hold
35
– – ﹤0.01% 875
2018
Q1 		$2.23K Buy
+35
New +$2.01K ﹤0.01% 812

Other funds holding LITE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

MassMutual Private Wealth & Trust's LITE Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Lumentum (LITE) stake by 6.9% in Q3 2026, selling an estimated $16.1K and leaving 255 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #399.

MassMutual Private Wealth & Trust first reported a position in LITE in Q1 2018 and has held it in 30 quarters since. 1,005 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • MassMutual Private Wealth & Trust held 255 shares of Lumentum worth $248K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 19 Lumentum shares in Q3 2026, an estimated $16.1K.
  • Lumentum made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #399 holding.
  • MassMutual Private Wealth & Trust first reported a position in Lumentum in Q1 2018 and has held it in 30 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.