NRWA
LUMN icon

North Ridge Wealth Advisors’s Lumen LUMN Stock Holding History

North Ridge 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
Q1 		$202 Hold
29
– – ﹤0.01% 188
2025
Q4 		$226 Hold
29
– – ﹤0.01% 179
2025
Q3 		$178 Hold
29
– – ﹤0.01% 183
2025
Q2 		$128 Buy
+29
New +$112 ﹤0.01% 174

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

North Ridge Wealth Advisors's LUMN Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Lumen (LUMN) position steady in Q1 2026 at 29 shares worth $202. The position accounts for ﹤0.01% of the portfolio, ranked #188.

North Ridge Wealth Advisors first reported a position in LUMN in Q2 2025 and has held it in 4 quarters since. The position peaked at $226 in Q4 2025. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • North Ridge Wealth Advisors held 29 shares of Lumen worth $202 as of Q1 2026.
  • North Ridge Wealth Advisors left its Lumen share count unchanged in Q1 2026.
  • Lumen made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #188 holding.
  • North Ridge Wealth Advisors first reported a position in Lumen in Q2 2025 and has held it in 4 quarters since.
  • North Ridge Wealth Advisors's Lumen position peaked at $226 in Q4 2025.
  • 592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.