Diversify Wealth Management’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
+3,016
+736% +$2.69M 0.04% 345
2026
Q1
$352K Buy
+410
New +$225K 0.01% 912

Other funds holding LITE

Diversify Wealth Management's LITE Position: Q2 2026 in Review

Diversify Wealth Management increased its Lumentum (LITE) stake by 736% in Q2 2026, buying an estimated $2.69M and bringing the position to 3,426 shares worth $2.44M. The position accounts for 0.04% of the portfolio, ranked #345.

Diversify Wealth Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Diversify Wealth Management held 3,426 shares of Lumentum worth $2.44M as of Q2 2026.
  • Diversify Wealth Management bought 3,016 Lumentum shares in Q2 2026, an estimated $2.69M.
  • Lumentum made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #345 holding.
  • Diversify Wealth Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.