Diversify Advisory Services’s Lumentum LITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.44M Buy
+3,426
New +$3.06M 0.04% 345
2025
Q4
Sell
-1,011
Closed -$202K 947
2025
Q3
$202K Buy
+1,011
New +$126K 0.01% 848

Other funds holding LITE

Diversify Advisory Services's LITE Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Lumentum (LITE) in Q2 2026: 3,426 shares worth $2.44M. The stake represents 0.04% of the portfolio and ranks #345 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in LITE as recently as Q3 2025.

Diversify Advisory Services first reported a position in LITE in Q3 2025 and has held it in 2 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Diversify Advisory Services held 3,426 shares of Lumentum worth $2.44M as of Q2 2026.
  • Lumentum was a new Diversify Advisory Services position in Q2 2026.
  • Lumentum made up 0.04% of Diversify Advisory Services's portfolio in Q2 2026, its #345 holding.
  • Diversify Advisory Services first reported a position in Lumentum in Q3 2025 and has held it in 2 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.