Shaker Investments’s Lumentum LITE Stock Holding History

Shaker Investments’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	$2.03M	Buy	2,094 +1	+0%	+$846	0.76%	37
2026 Q2	$1.8M	Buy	+2,093	New	+$1.87M	0.65%	49

Other funds holding LITE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Shaker Investments's LITE Position: Q3 2026 in Review

Shaker Investments increased its Lumentum (LITE) stake by 0.05% in Q3 2026, buying an estimated $846 and bringing the position to 2,094 shares worth $2.03M. The position accounts for 0.76% of the portfolio, ranked #37.

Shaker Investments first reported a position in LITE in Q2 2026 and has held it in 2 quarters since. 704 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

Shaker Investments held 2,094 shares of Lumentum worth $2.03M as of Q3 2026.
Shaker Investments bought 1 Lumentum share in Q3 2026, an estimated $846.
Lumentum made up 0.76% of Shaker Investments's portfolio in Q3 2026, its #37 holding.
Shaker Investments first reported a position in Lumentum in Q2 2026 and has held it in 2 quarters since.
704 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Shaker Investments's 13F filing for Q3 2026, filed 5 Nov 2026.