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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Sanders Morris Harris's LITE Position: Q2 2026 in Review

Sanders Morris Harris sold out of Lumentum (LITE) in Q2 2026, closing a stake of 5,305 shares — an estimated $3.73M sold.

Sanders Morris Harris first reported a position in LITE in Q4 2018 and held it in 5 quarters. The position peaked at $3.73M in Q1 2026. 154 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Sanders Morris Harris reported no remaining Lumentum position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 5,305 Lumentum shares in Q2 2026, an estimated $3.73M.
Sanders Morris Harris first reported a position in Lumentum in Q4 2018 and held it in 5 quarters.
Sanders Morris Harris's Lumentum position peaked at $3.73M in Q1 2026.
154 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.