Universal-Beteiligungs- und Servicegesellschaft’s Lumen LUMN Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$1.72M	Sell	223,357 -12,623	-5%	-$111K	﹤0.01%	1365
2026 Q1	$1.64M	Sell	235,980 -326,540	-58%	-$2.47M	﹤0.01%	1316
2025 Q4	$4.37M	Buy	562,520 +381,391	+211%	+$3.14M	0.01%	937
2025 Q3	$1.11M	Buy	181,129 +52,269	+41%	+$251K	﹤0.01%	1513
2025 Q2	$564K	Sell	128,860 -11,711	-8%	-$45.4K	﹤0.01%	1653
2025 Q1	$551K	Buy	+140,571	New	+$700K	﹤0.01%	1622

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

Universal-Beteiligungs- und Servicegesellschaft's LUMN Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Lumen (LUMN) stake by 5.3% in Q2 2026, selling an estimated $111K and leaving 223,357 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in LUMN in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.37M in Q4 2025. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 223,357 shares of Lumen worth $1.72M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 12,623 Lumen shares in Q2 2026, an estimated $111K.
Lumen made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1365 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Lumen in Q1 2025 and has held it in 6 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Lumen position peaked at $4.37M in Q4 2025.
620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.