Cerity Partners
LUMN icon

Cerity Partners’s Lumen LUMN Stock Holding History

Cerity Partners’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.7M Buy
351,937
+132,274
+60% +$1.16M ﹤0.01% 1413
2026
Q1 		$1.53M Buy
219,663
+152,210
+226% +$1.15M ﹤0.01% 1619
2025
Q4 		$524K Buy
67,453
+32,206
+91% +$265K ﹤0.01% 2077
2025
Q3 		$216K Buy
35,247
+16,210
+85% +$77.8K ﹤0.01% 2466
2025
Q2 		$83.4K Sell
19,037
-8,693
-31% -$33.7K ﹤0.01% 2503
2025
Q1 		$109K Sell
27,730
-41,255
-60% -$206K ﹤0.01% 2314
2024
Q4 		$485K Sell
68,985
-44,040
-39% -$304K ﹤0.01% 1786
2024
Q3 		$802K Buy
113,025
+61,689
+120% +$263K ﹤0.01% 1513
2024
Q2 		$56.5K Sell
51,336
-98,976
-66% -$126K ﹤0.01% 2167
2024
Q1 		$235K Buy
150,312
+116,368
+343% +$182K ﹤0.01% 2010
2023
Q4 		$62.3K Buy
33,944
+12,794
+60% +$18.1K ﹤0.01% 1807
2023
Q3 		$30K Sell
21,150
-25,271
-54% -$42.8K ﹤0.01% 1371
2023
Q2 		$105K Sell
46,421
-3,517
-7% -$7.75K ﹤0.01% 1542
2023
Q1 		$132K Buy
49,938
+30,771
+161% +$124K ﹤0.01% 1753
2022
Q4 		$100K Buy
+19,167
New +$118K ﹤0.01% 1408
2022
Q3 		– Sell
-18,432
Closed -$201K – 1223
2022
Q2 		$201K Buy
+18,432
New +$207K ﹤0.01% 1078
2018
Q1 		– Sell
-10,513
Closed -$175K – 559
2017
Q4 		$175K Buy
+10,513
New +$178K 0.01% 540
2017
Q3 		– Sell
-72,614
Closed -$9.43M – 570
2017
Q2 		$9.43M Buy
+72,614
New +$1.82M 0.79% 23

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Cerity Partners's LUMN Position: Q2 2026 in Review

Cerity Partners increased its Lumen (LUMN) stake by 60% in Q2 2026, buying an estimated $1.16M and bringing the position to 351,937 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Cerity Partners first reported a position in LUMN in Q2 2017 and has held it in 18 quarters since. The position peaked at $9.43M in Q2 2017. 582 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Cerity Partners held 351,937 shares of Lumen worth $2.7M as of Q2 2026.
  • Cerity Partners bought 132,274 Lumen shares in Q2 2026, an estimated $1.16M.
  • Lumen made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1413 holding.
  • Cerity Partners first reported a position in Lumen in Q2 2017 and has held it in 18 quarters since.
  • Cerity Partners's Lumen position peaked at $9.43M in Q2 2017.
  • 582 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.