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Dorato Capital Management’s Lumen LUMN Stock Holding History

Dorato Capital Management’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 		$48 Hold
7
– – ﹤0.01% 254
2026
Q1 		$50 Hold
7
– – ﹤0.01% 254
2025
Q4 		$58 Buy
+7
New +$58 ﹤0.01% 256

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CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Dorato Capital Management's LUMN Position: Q2 2026 in Review

Dorato Capital Management held its Lumen (LUMN) position steady in Q2 2026 at 7 shares worth $48. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Dorato Capital Management first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $58 in Q4 2025. 294 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Dorato Capital Management held 7 shares of Lumen worth $48 as of Q2 2026.
  • Dorato Capital Management left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Dorato Capital Management's portfolio in Q2 2026, its #254 holding.
  • Dorato Capital Management first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Lumen position peaked at $58 in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.