EWA
LUMN icon

EverSource Wealth Advisors’s Lumen LUMN Stock Holding History

EverSource Wealth Advisors’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 		$9.54K Sell
1,242
-4,171
-77% -$36.6K ﹤0.01% 2940
2026
Q1 		$37.6K Sell
5,413
-150
-3% -$1.14K ﹤0.01% 2094
2025
Q4 		$43.2K Buy
5,563
+816
+17% +$6.72K ﹤0.01% 1846
2025
Q3 		$29.1K Sell
4,747
-161
-3% -$773 ﹤0.01% 2085
2025
Q2 		$21.5K Buy
4,908
+1,633
+50% +$6.33K ﹤0.01% 2238
2025
Q1 		$12.8K Buy
3,275
+1,115
+52% +$5.56K ﹤0.01% 1971
2024
Q4 		$11.5K Sell
2,160
-3,350
-61% -$23.1K ﹤0.01% 1915
2024
Q3 		$39.1K Buy
5,510
+4,305
+357% +$18.4K ﹤0.01% 1170
2024
Q2 		$3.8K Hold
1,205
– – ﹤0.01% 2315
2024
Q1 		$1.43K Sell
1,205
-1,510
-56% -$2.36K ﹤0.01% 2472
2023
Q4 		$4.97K Buy
2,715
+241
+10% +$342 ﹤0.01% 1860
2023
Q3 		$3.51K Buy
2,474
+1,288
+109% +$2.18K ﹤0.01% 1833
2023
Q2 		$2.68K Sell
1,186
-8,809
-88% -$19.4K ﹤0.01% 1950
2023
Q1 		$26.5K Buy
9,995
+882
+10% +$3.56K ﹤0.01% 985
2022
Q4 		$47.6K Buy
9,113
+6,861
+305% +$42.2K 0.01% 783
2022
Q3 		$16K Buy
2,252
+1,710
+315% +$17.4K ﹤0.01% 980
2022
Q2 		$6K Buy
542
+366
+208% +$4.11K ﹤0.01% 1205
2022
Q1 		$2K Sell
176
-910
-84% -$10.4K ﹤0.01% 1544
2021
Q4 		$14K Buy
+1,086
New +$13.8K ﹤0.01% 826

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

EverSource Wealth Advisors's LUMN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Lumen (LUMN) stake by 77% in Q2 2026, selling an estimated $36.6K and leaving 1,242 shares worth $9.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2940.

EverSource Wealth Advisors first reported a position in LUMN in Q4 2021 and has held it in 19 quarters since. The position peaked at $47.6K in Q4 2022. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • EverSource Wealth Advisors held 1,242 shares of Lumen worth $9.54K as of Q2 2026.
  • EverSource Wealth Advisors sold 4,171 Lumen shares in Q2 2026, an estimated $36.6K.
  • Lumen made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2940 holding.
  • EverSource Wealth Advisors first reported a position in Lumen in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Lumen position peaked at $47.6K in Q4 2022.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.