Sanders Morris Harris’s Lumentum LITE Stock Holding History

Sanders Morris Harris’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	$3.09M	Buy	+3,178	New	+$2.69M	0.41%	55
2026 Q2	–	Sell	-5,305	Closed	-$3.73M	–	187
2026 Q1	$3.73M	Buy	+5,305	New	+$2.91M	0.59%	33
2025 Q4	–	Sell	-6,233	Closed	-$1.01M	–	178
2025 Q3	$1.01M	Buy	+6,233	New	+$777K	0.13%	110
2020 Q1	–	Sell	-24,500	Closed	-$1.39M	–	238
2019 Q4	$1.39M	Buy	+24,500	New	+$1.6M	0.31%	87
2019 Q2	–	Sell	-24,500	Closed	-$1.39M	–	280
2019 Q1	$1.39M	Buy	24,500 +19,500	+390%	+$935K	0.67%	31
2018 Q4	$210K	Buy	+5,000	New	+$246K	0.12%	98

Other funds holding LITE

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Sanders Morris Harris's LITE Position: Q3 2026 in Review

Sanders Morris Harris opened a new position in Lumentum (LITE) in Q3 2026: 3,178 shares worth $3.09M. The stake represents 0.41% of the portfolio and ranks #55 among its holdings. This is a return to the name: Sanders Morris Harris previously reported a position in LITE as recently as Q1 2026.

Sanders Morris Harris first reported a position in LITE in Q4 2018 and has held it in 6 quarters since. The position peaked at $3.73M in Q1 2026. 311 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

Sanders Morris Harris held 3,178 shares of Lumentum worth $3.09M as of Q3 2026.
Lumentum was a new Sanders Morris Harris position in Q3 2026.
Lumentum made up 0.41% of Sanders Morris Harris's portfolio in Q3 2026, its #55 holding.
Sanders Morris Harris first reported a position in Lumentum in Q4 2018 and has held it in 6 quarters since.
Sanders Morris Harris's Lumentum position peaked at $3.73M in Q1 2026.
311 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Sanders Morris Harris's 13F filing for Q3 2026, filed 14 Oct 2026.