Darwin Wealth Management
LITE icon

Darwin Wealth Management’s Lumentum LITE Stock Holding History

Darwin 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
Q3 		$32.9K Buy
33
+29
+725% +$24.5K 0.01% 410
2026
Q2 		$4.04K Hold
4
– – ﹤0.01% 457
2026
Q1 		$2.81K Hold
4
– – ﹤0.01% 464
2025
Q4 		$1.47K Hold
4
– – ﹤0.01% 543
2025
Q3 		$650 Hold
4
– – ﹤0.01% 551
2025
Q2 		$380 Hold
4
– – ﹤0.01% 566
2025
Q1 		$335 Hold
4
– – ﹤0.01% 601
2024
Q4 		$335 Hold
4
– – ﹤0.01% 601
2024
Q3 		$254 Buy
+4
New +$216 ﹤0.01% 613
2020
Q2 		– Sell
-2
Closed – – 485
2020
Q1 		$0 Buy
+2
New +$157 ﹤0.01% 819

Other funds holding LITE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Darwin Wealth Management's LITE Position: Q3 2026 in Review

Darwin Wealth Management increased its Lumentum (LITE) stake by 725% in Q3 2026, buying an estimated $24.5K and bringing the position to 33 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #410.

Darwin Wealth Management first reported a position in LITE in Q1 2020 and has held it in 10 quarters since. 833 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Darwin Wealth Management held 33 shares of Lumentum worth $32.9K as of Q3 2026.
  • Darwin Wealth Management bought 29 Lumentum shares in Q3 2026, an estimated $24.5K.
  • Lumentum made up 0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #410 holding.
  • Darwin Wealth Management first reported a position in Lumentum in Q1 2020 and has held it in 10 quarters since.
  • 833 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.