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ORG Partners’s Lumentum LITE Stock Holding History

ORG 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
2025
Q4 		$1.84K Buy
+5
New +$1.28K ﹤0.01% 1454
2025
Q3 		– Sell
-13
Closed -$1.24K – 1640
2025
Q2 		$1.24K Hold
13
– – ﹤0.01% 1304
2025
Q1 		$810 Hold
13
– – ﹤0.01% 1205
2024
Q4 		$1.09K Hold
13
– – ﹤0.01% 1127
2024
Q3 		$823 Hold
13
– – ﹤0.01% 1016
2024
Q2 		$661 Buy
+13
New +$589 ﹤0.01% 1609
2024
Q1 		– Sell
-13
Closed -$680 – 845
2023
Q4 		$680 Hold
13
– – ﹤0.01% 1031
2023
Q3 		$586 Buy
+13
New +$660 ﹤0.01% 1200

Other funds holding LITE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ORG Partners's LITE Position: Q4 2025 in Review

ORG Partners opened a new position in Lumentum (LITE) in Q4 2025: 5 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #1454 among its holdings. This is a return to the name: ORG Partners previously reported a position in LITE as recently as Q2 2025.

ORG Partners first reported a position in LITE in Q3 2023 and has held it in 8 quarters since. 754 funds tracked by Wall St. Rank hold LITE as of Q4 2025.

  • ORG Partners held 5 shares of Lumentum worth $1.84K as of Q4 2025.
  • Lumentum was a new ORG Partners position in Q4 2025.
  • Lumentum made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1454 holding.
  • ORG Partners first reported a position in Lumentum in Q3 2023 and has held it in 8 quarters since.
  • 754 funds tracked by Wall St. Rank held Lumentum as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.