CVA Family Office’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

CVA Family Office’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	$28.9K	Buy	3,757 +467	+14%	+$4.09K	﹤0.01%	723
2026 Q1	$22.9K	Buy	3,290 +3,184	+3,004%	+$24.1K	﹤0.01%	769
2025 Q4	$824	Buy	106 +46	+77%	+$379	﹤0.01%	1132
2025 Q3	$367	Hold	60	–	–	﹤0.01%	1276
2025 Q2	$263	Hold	60	–	–	﹤0.01%	1262
2025 Q1	$235	Sell	60 -80	-57%	-$399	﹤0.01%	1376
2024 Q4	$743	Hold	140	–	–	﹤0.01%	1143
2024 Q3	$994	Buy	140 +85	+155%	+$363	﹤0.01%	1080
2024 Q2	$61	Hold	55	–	–	﹤0.01%	1270
2024 Q1	$86	Buy	+55	New	+$86	﹤0.01%	1048
2023 Q2	–	Sell	-190	Closed	-$504	–	1047
2023 Q1	$504	Buy	+190	New	+$767	﹤0.01%	938
2022 Q4	–	Sell	-470	Closed	-$3K	–	985
2022 Q3	$3K	Buy	470 +275	+141%	+$2.8K	﹤0.01%	782
2022 Q2	$2K	Hold	195	–	–	﹤0.01%	832
2022 Q1	$2K	Sell	195 -55	-22%	-$630	﹤0.01%	878
2021 Q4	$3K	Buy	+250	New	+$3.18K	﹤0.01%	805
2021 Q3	–	Sell	-200	Closed	-$3K	–	649
2021 Q2	$3K	Sell	200 -130	-39%	-$1.79K	﹤0.01%	841
2021 Q1	$4K	Buy	+330	New	+$4.1K	﹤0.01%	651

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

CVA Family Office's LUMN Position: Q2 2026 in Review

CVA Family Office increased its Lumen Technologies, Inc. Common Stock (LUMN) stake by 14% in Q2 2026, buying an estimated $4.09K and bringing the position to 3,757 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

CVA Family Office first reported a position in LUMN in Q1 2021 and has held it in 17 quarters since. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

CVA Family Office held 3,757 shares of Lumen Technologies, Inc. Common Stock worth $28.9K as of Q2 2026.
CVA Family Office bought 467 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $4.09K.
Lumen Technologies, Inc. Common Stock made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #723 holding.
CVA Family Office first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2021 and has held it in 17 quarters since.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.