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Rialto Wealth Management’s Lumen LUMN Stock Holding History

Rialto Wealth Management’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 		$2.21K Buy
287
+104
+57% +$912 ﹤0.01% 1082
2026
Q1 		$1.27K Sell
183
-10
-5% -$76 ﹤0.01% 1023
2025
Q4 		$1.5K Buy
193
+30
+18% +$247 ﹤0.01% 861
2025
Q3 		$998 Buy
163
+138
+552% +$662 ﹤0.01% 937
2025
Q2 		$110 Buy
+25
New +$97 ﹤0.01% 1516

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

Rialto Wealth Management's LUMN Position: Q2 2026 in Review

Rialto Wealth Management increased its Lumen (LUMN) stake by 57% in Q2 2026, buying an estimated $912 and bringing the position to 287 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Rialto Wealth Management first reported a position in LUMN in Q2 2025 and has held it in 5 quarters since. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Rialto Wealth Management held 287 shares of Lumen worth $2.21K as of Q2 2026.
  • Rialto Wealth Management bought 104 Lumen shares in Q2 2026, an estimated $912.
  • Lumen made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1082 holding.
  • Rialto Wealth Management first reported a position in Lumen in Q2 2025 and has held it in 5 quarters since.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.