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Vise Technologies’s Lumen LUMN Stock Holding History

Vise Technologies’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 		– Sell
-12,780
Closed -$99.3K – 1911
2026
Q1 		$99.3K Hold
12,780
– – ﹤0.01% 1425
2025
Q4 		$99.3K Buy
+12,780
New +$105K ﹤0.01% 1438
2024
Q4 		$57.4K Sell
10,808
-23,308
-68% -$161K ﹤0.01% 815
2024
Q3 		$242K Buy
+34,116
New +$146K 0.03% 518
2022
Q4 		– Sell
-10,494
Closed -$76K – 335
2022
Q3 		$76K Buy
+10,494
New +$107K 0.03% 294

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

Vise Technologies's LUMN Position: Q2 2026 in Review

Vise Technologies sold out of Lumen (LUMN) in Q2 2026, closing a stake of 12,780 shares — an estimated $99.3K sold.

Vise Technologies first reported a position in LUMN in Q3 2022 and held it in 5 quarters. The position peaked at $242K in Q3 2024. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Vise Technologies reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 12,780 Lumen shares in Q2 2026, an estimated $99.3K.
  • Vise Technologies first reported a position in Lumen in Q3 2022 and held it in 5 quarters.
  • Vise Technologies's Lumen position peaked at $242K in Q3 2024.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.