Diversify Advisory Services’s Lumentum LITE Stock Holding History

Diversify Advisory Services’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	$3.37M	Buy	3,873 +447	+13%	+$378K	0.05%	304
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Diversify Advisory Services's LITE Position: Q3 2026 in Review

Diversify Advisory Services increased its Lumentum (LITE) stake by 13% in Q3 2026, buying an estimated $378K and bringing the position to 3,873 shares worth $3.37M. The position accounts for 0.05% of the portfolio, ranked #304.

Diversify Advisory Services first reported a position in LITE in Q3 2025 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

Diversify Advisory Services held 3,873 shares of Lumentum worth $3.37M as of Q3 2026.
Diversify Advisory Services bought 447 Lumentum shares in Q3 2026, an estimated $378K.
Lumentum made up 0.05% of Diversify Advisory Services's portfolio in Q3 2026, its #304 holding.
Diversify Advisory Services first reported a position in Lumentum in Q3 2025 and has held it in 3 quarters since.
216 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.