Dakota Wealth Management’s Lumentum LITE Stock Holding History

Dakota Wealth Management’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	$2.65M	Buy	3,092 +2,583	+507%	+$2.3M	0.05%	260
2026 Q1	$358K	Buy	+509	New	+$280K	0.01%	614
2020 Q3	–	Sell	-4,417	Closed	-$360K	–	307
2020 Q2	$360K	Buy	+4,417	New	+$337K	0.06%	199

Other funds holding LITE

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dakota Wealth Management's LITE Position: Q2 2026 in Review

Dakota Wealth Management increased its Lumentum (LITE) stake by 507% in Q2 2026, buying an estimated $2.3M and bringing the position to 3,092 shares worth $2.65M. The position accounts for 0.05% of the portfolio, ranked #260.

Dakota Wealth Management first reported a position in LITE in Q2 2020 and has held it in 3 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Dakota Wealth Management held 3,092 shares of Lumentum worth $2.65M as of Q2 2026.
Dakota Wealth Management bought 2,583 Lumentum shares in Q2 2026, an estimated $2.3M.
Lumentum made up 0.05% of Dakota Wealth Management's portfolio in Q2 2026, its #260 holding.
Dakota Wealth Management first reported a position in Lumentum in Q2 2020 and has held it in 3 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.