DiNuzzo Private Wealth
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
Q3 		$8.74K Hold
9
– – ﹤0.01% 307
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

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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

DiNuzzo Private Wealth's LITE Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Lumentum (LITE) position steady in Q3 2026 at 9 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

DiNuzzo Private Wealth first reported a position in LITE in Q4 2023 and has held it in 12 quarters since. 156 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • DiNuzzo Private Wealth held 9 shares of Lumentum worth $8.74K as of Q3 2026.
  • DiNuzzo Private Wealth left its Lumentum share count unchanged in Q3 2026.
  • Lumentum made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #307 holding.
  • DiNuzzo Private Wealth first reported a position in Lumentum in Q4 2023 and has held it in 12 quarters since.
  • 156 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

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