Saranac Partners’s Lumentum LITE Stock Holding History

Saranac 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	–	Sell	-800	Closed	-$130K	–	111
2025 Q3	$130K	Buy	+800	New	+$99.8K	0.02%	230

Other funds holding LITE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Saranac Partners's LITE Position: Q4 2025 in Review

Saranac Partners sold out of Lumentum (LITE) in Q4 2025, closing a stake of 800 shares — an estimated $130K sold.

Saranac Partners first reported a position in LITE in Q3 2025 and held it in 1 quarter. The position peaked at $130K in Q3 2025. 757 funds tracked by Wall St. Rank hold LITE as of Q4 2025.

Saranac Partners reported no remaining Lumentum position as of Q4 2025 after selling out during the quarter.
Saranac Partners sold 800 Lumentum shares in Q4 2025, an estimated $130K.
Saranac Partners first reported a position in Lumentum in Q3 2025 and held it in 1 quarter.
Saranac Partners's Lumentum position peaked at $130K in Q3 2025.
757 funds tracked by Wall St. Rank held Lumentum as of Q4 2025.

Based on Saranac Partners's 13F filing for Q4 2025, filed 6 Feb 2026.