Curio Wealth’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Curio Wealth’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	–	Sell	-7	Closed	-$49	–	689
2026 Q1	$49	Buy	+7	New	+$53	﹤0.01%	1131

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Curio Wealth's LUMN Position: Q2 2026 in Review

Curio Wealth sold out of Lumen Technologies, Inc. Common Stock (LUMN) in Q2 2026, closing a stake of 7 shares — an estimated $49 sold.

Curio Wealth first reported a position in LUMN in Q1 2026 and held it in 1 quarter. The position peaked at $49 in Q1 2026. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Curio Wealth reported no remaining Lumen Technologies, Inc. Common Stock position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 7 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $49.
Curio Wealth first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2026 and held it in 1 quarter.
Curio Wealth's Lumen Technologies, Inc. Common Stock position peaked at $49 in Q1 2026.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.