Daymark Wealth Partners
LITE icon

Daymark Wealth Partners’s Lumentum LITE Stock Holding History

Daymark Wealth 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
2026
Q3 		$428K Sell
441
-41
-9% -$34.7K 0.01% 568
2026
Q2 		$414K Buy
482
+77
+19% +$68.7K 0.01% 533
2026
Q1 		$285K Buy
+405
New +$222K 0.01% 588

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Daymark Wealth Partners's LITE Position: Q3 2026 in Review

Daymark Wealth Partners reduced its Lumentum (LITE) stake by 8.5% in Q3 2026, selling an estimated $34.7K and leaving 441 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #568.

Daymark Wealth Partners first reported a position in LITE in Q1 2026 and has held it in 3 quarters since. 1,065 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Daymark Wealth Partners held 441 shares of Lumentum worth $428K as of Q3 2026.
  • Daymark Wealth Partners sold 41 Lumentum shares in Q3 2026, an estimated $34.7K.
  • Lumentum made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #568 holding.
  • Daymark Wealth Partners first reported a position in Lumentum in Q1 2026 and has held it in 3 quarters since.
  • 1,065 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.