N.E.W. Advisory Services’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

N.E.W. Advisory Services’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	$2.73K	Hold	355	–	–	﹤0.01%	815
2026 Q1	$2.47K	Hold	355	–	–	﹤0.01%	803
2025 Q4	$2.76K	Hold	355	–	–	﹤0.01%	761
2025 Q3	$2.17K	Hold	355	–	–	﹤0.01%	738
2025 Q2	$1.55K	Hold	355	–	–	﹤0.01%	759
2025 Q1	$1.39K	Buy	+355	New	+$1.77K	﹤0.01%	825

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

N.E.W. Advisory Services's LUMN Position: Q2 2026 in Review

N.E.W. Advisory Services held its Lumen Technologies, Inc. Common Stock (LUMN) position steady in Q2 2026 at 355 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

N.E.W. Advisory Services first reported a position in LUMN in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.76K in Q4 2025. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

N.E.W. Advisory Services held 355 shares of Lumen Technologies, Inc. Common Stock worth $2.73K as of Q2 2026.
N.E.W. Advisory Services left its Lumen Technologies, Inc. Common Stock share count unchanged in Q2 2026.
Lumen Technologies, Inc. Common Stock made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #815 holding.
N.E.W. Advisory Services first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Lumen Technologies, Inc. Common Stock position peaked at $2.76K in Q4 2025.
624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.