DPW
LITE icon

DiNuzzo Private Wealth’s Lumentum LITE Stock Holding History

DiNuzzo Private 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
Q2 		$7.72K Buy
9
+1
+13% +$892 ﹤0.01% 324
2026
Q1 		$5.62K Hold
8
– – ﹤0.01% 372
2025
Q4 		$2.95K Hold
8
– – ﹤0.01% 510
2025
Q3 		$1.06K Hold
8
– – ﹤0.01% 858
2025
Q2 		$761 Hold
8
– – ﹤0.01% 940
2025
Q1 		$499 Sell
8
-2
-20% -$154 ﹤0.01% 1047
2024
Q4 		$840 Hold
10
– – ﹤0.01% 905
2024
Q3 		$634 Sell
10
-1
-9% -$54 ﹤0.01% 1022
2024
Q2 		$561 Hold
11
– – ﹤0.01% 1004
2024
Q1 		$521 Buy
11
+5
+83% +$254 ﹤0.01% 964
2023
Q4 		$315 Buy
+6
New +$262 ﹤0.01% 1117

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

DiNuzzo Private Wealth's LITE Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Lumentum (LITE) stake by 13% in Q2 2026, buying an estimated $892 and bringing the position to 9 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

DiNuzzo Private Wealth first reported a position in LITE in Q4 2023 and has held it in 11 quarters since. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • DiNuzzo Private Wealth held 9 shares of Lumentum worth $7.72K as of Q2 2026.
  • DiNuzzo Private Wealth bought 1 Lumentum share in Q2 2026, an estimated $892.
  • Lumentum made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #324 holding.
  • DiNuzzo Private Wealth first reported a position in Lumentum in Q4 2023 and has held it in 11 quarters since.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.