SteelPeak Wealth
LITE icon

SteelPeak Wealth’s Lumentum LITE Stock Holding History

SteelPeak Wealth’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 		$469K Sell
483
-1,236
-72% -$1.05M 0.01% 448
2026
Q2 		$1.47M Buy
1,719
+1,187
+223% +$1.06M 0.04% 265
2026
Q1 		$374K Sell
532
-6,653
-93% -$3.65M 0.01% 417
2025
Q4 		$2.65M Buy
+7,185
New +$1.85M 0.09% 166

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
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 30.39% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 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

SteelPeak Wealth's LITE Position: Q3 2026 in Review

SteelPeak Wealth reduced its Lumentum (LITE) stake by 72% in Q3 2026, selling an estimated $1.05M and leaving 483 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #448.

SteelPeak Wealth first reported a position in LITE in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.65M in Q4 2025. 366 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • SteelPeak Wealth held 483 shares of Lumentum worth $469K as of Q3 2026.
  • SteelPeak Wealth sold 1,236 Lumentum shares in Q3 2026, an estimated $1.05M.
  • Lumentum made up 0.01% of SteelPeak Wealth's portfolio in Q3 2026, its #448 holding.
  • SteelPeak Wealth first reported a position in Lumentum in Q4 2025 and has held it in 4 quarters since.
  • SteelPeak Wealth's Lumentum position peaked at $2.65M in Q4 2025.
  • 366 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on SteelPeak Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.