Great Diamond Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Great Diamond Partners’s Portfolio LIT Stock Details LIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$478K	Sell	6,109 -981	-14%	-$81.2K	0.08%	169
2026 Q1	$527K	Buy	+7,090	New	+$508K	0.1%	155
2023 Q1	–	Sell	-3,918	Closed	-$230K	–	224
2022 Q4	$230K	Buy	3,918 +496	+14%	+$33.1K	0.07%	197
2022 Q3	$226K	Buy	+3,422	New	+$254K	0.08%	184
2022 Q2	–	Sell	-3,324	Closed	-$255K	–	217
2022 Q1	$255K	Buy	+3,324	New	+$254K	0.07%	190

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CWM

Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Great Diamond Partners's LIT Position: Q2 2026 in Review

Great Diamond Partners reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 14% in Q2 2026, selling an estimated $81.2K and leaving 6,109 shares worth $478K. The position accounts for 0.08% of the portfolio, ranked #169.

Great Diamond Partners first reported a position in LIT in Q1 2022 and has held it in 5 quarters since. The position peaked at $527K in Q1 2026. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Great Diamond Partners held 6,109 shares of Global X Lithium & Battery Tech ETF worth $478K as of Q2 2026.
Great Diamond Partners sold 981 Global X Lithium & Battery Tech ETF shares in Q2 2026, an estimated $81.2K.
Global X Lithium & Battery Tech ETF made up 0.08% of Great Diamond Partners's portfolio in Q2 2026, its #169 holding.
Great Diamond Partners first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and has held it in 5 quarters since.
Great Diamond Partners's Global X Lithium & Battery Tech ETF position peaked at $527K in Q1 2026.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.