Portside Wealth Group
LITE icon

Portside Wealth Group’s Lumentum LITE Stock Holding History

Portside Wealth Group’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 		$273K Buy
281
+31
+12% +$26.2K 0.03% 435
2026
Q2 		$215K Buy
+250
New +$223K 0.03% 475

Other funds holding LITE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Portside Wealth Group's LITE Position: Q3 2026 in Review

Portside Wealth Group increased its Lumentum (LITE) stake by 12% in Q3 2026, buying an estimated $26.2K and bringing the position to 281 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #435.

Portside Wealth Group first reported a position in LITE in Q2 2026 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Portside Wealth Group held 281 shares of Lumentum worth $273K as of Q3 2026.
  • Portside Wealth Group bought 31 Lumentum shares in Q3 2026, an estimated $26.2K.
  • Lumentum made up 0.03% of Portside Wealth Group's portfolio in Q3 2026, its #435 holding.
  • Portside Wealth Group first reported a position in Lumentum in Q2 2026 and has held it in 2 quarters since.
  • 216 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.