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Moneta Group Investment Advisors’s Lumen LUMN Stock Holding History

Moneta Group Investment 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 		$517K Sell
67,370
-4
-0% -$35 ﹤0.01% 536
2026
Q1 		$468K Sell
67,374
-9
-0% -$68 ﹤0.01% 520
2025
Q4 		$524K Buy
67,383
+161
+0.2% +$1.32K ﹤0.01% 487
2025
Q3 		$411K Buy
67,222
+955
+1% +$4.58K ﹤0.01% 548
2025
Q2 		$290K Buy
+66,267
New +$257K ﹤0.01% 572
2023
Q2 		– Sell
-15,013
Closed -$39.8K – 559
2023
Q1 		$39.8K Buy
+15,013
New +$60.6K ﹤0.01% 526
2018
Q3 		– Sell
-1,128
Closed -$21K – 308
2018
Q2 		$21K Sell
1,128
-8,582
-88% -$156K ﹤0.01% 357
2018
Q1 		$11K Buy
9,710
+9,344
+2,553% +$162K ﹤0.01% 450
2017
Q4 		$6K Buy
+366
New +$6.21K ﹤0.01% 367

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

Moneta Group Investment Advisors's LUMN Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Lumen (LUMN) stake by 0.01% in Q2 2026, selling an estimated $35 and leaving 67,370 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Moneta Group Investment Advisors first reported a position in LUMN in Q4 2017 and has held it in 9 quarters since. The position peaked at $524K in Q4 2025. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Moneta Group Investment Advisors held 67,370 shares of Lumen worth $517K as of Q2 2026.
  • Moneta Group Investment Advisors sold 4 Lumen shares in Q2 2026, an estimated $35.
  • Lumen made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #536 holding.
  • Moneta Group Investment Advisors first reported a position in Lumen in Q4 2017 and has held it in 9 quarters since.
  • Moneta Group Investment Advisors's Lumen position peaked at $524K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.