Robertson Stephens Wealth Management’s Lumen LUMN Stock Holding History

Robertson Stephens 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	$324K	Sell	42,157 -1,372	-3%	-$12K	0.01%	508
2026 Q1	$303K	Buy	43,529 +1,888	+5%	+$14.3K	0.01%	513
2025 Q4	$324K	Buy	41,641 +26,640	+178%	+$219K	0.01%	512
2025 Q3	$91.8K	Hold	15,001	–	–	﹤0.01%	521
2025 Q2	$65.7K	Buy	+15,001	New	+$58.1K	﹤0.01%	540
2023 Q1	–	Sell	-54,775	Closed	-$286K	–	453
2022 Q4	$286K	Buy	+54,775	New	+$337K	0.03%	337

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

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

Robertson Stephens Wealth Management's LUMN Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Lumen (LUMN) stake by 3.2% in Q2 2026, selling an estimated $12K and leaving 42,157 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #508.

Robertson Stephens Wealth Management first reported a position in LUMN in Q4 2022 and has held it in 6 quarters since. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Robertson Stephens Wealth Management held 42,157 shares of Lumen worth $324K as of Q2 2026.
Robertson Stephens Wealth Management sold 1,372 Lumen shares in Q2 2026, an estimated $12K.
Lumen made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #508 holding.
Robertson Stephens Wealth Management first reported a position in Lumen in Q4 2022 and has held it in 6 quarters since.
621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.