Envestnet Portfolio Solutions
LUMN icon

Envestnet Portfolio Solutions’s Lumen LUMN Stock Holding History

Envestnet Portfolio Solutions’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 		$937K Buy
122,070
+2,936
+2% +$25.7K ﹤0.01% 742
2026
Q1 		$828K Sell
119,134
-1,570
-1% -$11.9K ﹤0.01% 701
2025
Q4 		$938K Buy
120,704
+3,420
+3% +$28.1K ﹤0.01% 784
2025
Q3 		$718K Sell
117,284
-10,511
-8% -$50.4K ﹤0.01% 876
2025
Q2 		$560K Buy
127,795
+87,727
+219% +$340K ﹤0.01% 1042
2025
Q1 		$157K Buy
40,068
+19,216
+92% +$95.8K ﹤0.01% 1518
2024
Q4 		$111K Buy
20,852
+2,844
+16% +$19.6K ﹤0.01% 1712
2024
Q3 		$128K Sell
18,008
-17,793
-50% -$76K ﹤0.01% 1668
2024
Q2 		$39.4K Buy
35,801
+6,699
+23% +$8.49K ﹤0.01% 1623
2024
Q1 		$45.4K Buy
+29,102
New +$45.5K ﹤0.01% 1593

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Envestnet Portfolio Solutions's LUMN Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Lumen (LUMN) stake by 2.5% in Q2 2026, buying an estimated $25.7K and bringing the position to 122,070 shares worth $937K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Envestnet Portfolio Solutions first reported a position in LUMN in Q1 2024 and has held it in 10 quarters since. The position peaked at $938K in Q4 2025. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Envestnet Portfolio Solutions held 122,070 shares of Lumen worth $937K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 2,936 Lumen shares in Q2 2026, an estimated $25.7K.
  • Lumen made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #742 holding.
  • Envestnet Portfolio Solutions first reported a position in Lumen in Q1 2024 and has held it in 10 quarters since.
  • Envestnet Portfolio Solutions's Lumen position peaked at $938K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.