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LITE icon

&Partners’s Lumentum LITE Stock Holding History

&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 		$7.01M Buy
8,353
+791
+10% +$706K 0.03% 488
2026
Q1 		$5.37M Buy
7,562
+321
+4% +$176K 0.03% 499
2025
Q4 		$2.67M Sell
7,241
-2,153
-23% -$553K 0.01% 728
2025
Q3 		$1.53M Sell
9,394
-1,002
-10% -$125K 0.01% 881
2025
Q2 		$988K Buy
10,396
+1,071
+11% +$76K 0.01% 984
2025
Q1 		$591K Buy
9,325
+5,100
+121% +$392K 0.01% 1061
2024
Q4 		$378K Buy
+4,225
New +$329K ﹤0.01% 1211

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.37T AUM 44.26% 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

&Partners's LITE Position: Q2 2026 in Review

&Partners increased its Lumentum (LITE) stake by 10% in Q2 2026, buying an estimated $706K and bringing the position to 8,353 shares worth $7.01M. The position accounts for 0.03% of the portfolio, ranked #488.

&Partners first reported a position in LITE in Q4 2024 and has held it in 7 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • &Partners held 8,353 shares of Lumentum worth $7.01M as of Q2 2026.
  • &Partners bought 791 Lumentum shares in Q2 2026, an estimated $706K.
  • Lumentum made up 0.03% of &Partners's portfolio in Q2 2026, its #488 holding.
  • &Partners first reported a position in Lumentum in Q4 2024 and has held it in 7 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.