OneDigital Investment Advisors’s Lumen LUMN Stock Holding History

OneDigital 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 Q1	–	Sell	-12,604	Closed	-$97.9K	–	1554
2025 Q4	$97.9K	Buy	12,604 +2,213	+21%	+$18.2K	﹤0.01%	1472
2025 Q3	$63.6K	Sell	10,391 -1,089	-9%	-$5.23K	﹤0.01%	1469
2025 Q2	$50.3K	Buy	11,480 +990	+9%	+$3.84K	﹤0.01%	1427
2025 Q1	$41.1K	Buy	+10,490	New	+$52.3K	﹤0.01%	1378
2019 Q3	–	Sell	-481	Closed	-$6K	–	907
2019 Q2	$6K	Sell	481 -92	-16%	-$1.03K	﹤0.01%	1024
2019 Q1	$7K	Sell	573 -893	-61%	-$12.4K	﹤0.01%	942
2018 Q4	$22K	Sell	1,466 -3,249	-69%	-$62K	﹤0.01%	667
2018 Q3	$100K	Sell	4,715 -152	-3%	-$3.18K	0.02%	273
2018 Q2	$91K	Sell	4,867 -593	-11%	-$10.8K	0.02%	356
2018 Q1	$90K	Buy	5,460 +608	+13%	+$10.5K	0.02%	373
2017 Q4	$81K	Buy	4,852 +4,497	+1,267%	+$76.3K	0.01%	392
2017 Q3	$7K	Sell	355 -83	-19%	-$1.75K	﹤0.01%	855
2017 Q2	$10K	Buy	+438	New	+$11K	﹤0.01%	944

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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

OneDigital Investment Advisors's LUMN Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of Lumen (LUMN) in Q1 2026, closing a stake of 12,604 shares — an estimated $97.9K sold.

OneDigital Investment Advisors first reported a position in LUMN in Q2 2017 and held it in 13 quarters. The position peaked at $100K in Q3 2018. 599 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

OneDigital Investment Advisors reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
OneDigital Investment Advisors sold 12,604 Lumen shares in Q1 2026, an estimated $97.9K.
OneDigital Investment Advisors first reported a position in Lumen in Q2 2017 and held it in 13 quarters.
OneDigital Investment Advisors's Lumen position peaked at $100K in Q3 2018.
599 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.