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Straight Path Wealth Management’s Lumen LUMN Stock Holding History

Straight Path 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
2025
Q4 		– Sell
-40,000
Closed -$245K – 141
2025
Q3 		$245K Buy
+40,000
New +$192K 0.07% 121

Other funds holding LUMN

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Straight Path Wealth Management's LUMN Position: Q2 2026 in Review

Straight Path Wealth Management held its Lumen (LUMN) position steady in Q2 2026 at 40,000 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #101.

Straight Path Wealth Management first reported a position in LUMN in Q4 2021 and has held it in 19 quarters since. The position peaked at $475K in Q2 2022. 160 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Straight Path Wealth Management held 40,000 shares of Lumen worth $307K as of Q2 2026.
  • Straight Path Wealth Management left its Lumen share count unchanged in Q2 2026.
  • Lumen made up 0.07% of Straight Path Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Straight Path Wealth Management first reported a position in Lumen in Q4 2021 and has held it in 19 quarters since.
  • Straight Path Wealth Management's Lumen position peaked at $475K in Q2 2022.
  • 160 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.