Cerity Partners
LNC icon

Cerity Partners’s Lincoln National LNC Stock Holding History

Cerity Partners’s Portfolio LNC Stock Details LNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.32M Buy
65,688
+21,938
+50% +$789K ﹤0.01% 1510
2026
Q1 		$1.55M Sell
43,750
-75,546
-63% -$2.9M ﹤0.01% 1608
2025
Q4 		$5.31M Buy
119,296
+70,009
+142% +$2.92M 0.01% 894
2025
Q3 		$1.99M Buy
49,287
+5,786
+13% +$224K ﹤0.01% 1295
2025
Q2 		$1.51M Sell
43,501
-10,039
-19% -$328K ﹤0.01% 1342
2025
Q1 		$1.92M Buy
53,540
+4,878
+10% +$173K ﹤0.01% 1146
2024
Q4 		$1.54M Sell
48,662
-10,367
-18% -$346K ﹤0.01% 1221
2024
Q3 		$1.86M Buy
59,029
+12,704
+27% +$396K ﹤0.01% 1125
2024
Q2 		$1.44M Buy
46,325
+1,544
+3% +$46.7K ﹤0.01% 1065
2024
Q1 		$1.43M Buy
44,781
+24,110
+117% +$666K ﹤0.01% 1120
2023
Q4 		$558K Buy
20,671
+3,386
+20% +$81.4K ﹤0.01% 1227
2023
Q3 		$427K Sell
17,285
-3,079
-15% -$80.5K ﹤0.01% 1033
2023
Q2 		$525K Sell
20,364
-1,859
-8% -$40.8K ﹤0.01% 1159
2023
Q1 		$873K Sell
22,223
-8,836
-28% -$263K ﹤0.01% 1041
2022
Q4 		$954K Buy
31,059
+1,485
+5% +$59K 0.01% 708
2022
Q3 		$1.3M Sell
29,574
-714
-2% -$34.4K 0.02% 453
2022
Q2 		$1.42M Buy
30,288
+26,683
+740% +$1.52M 0.02% 480
2022
Q1 		$236K Sell
3,605
-6,304
-64% -$431K ﹤0.01% 814
2021
Q4 		$681K Buy
+9,909
New +$699K 0.01% 516

Other funds holding LNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners's LNC Position: Q2 2026 in Review

Cerity Partners increased its Lincoln National (LNC) stake by 50% in Q2 2026, buying an estimated $789K and bringing the position to 65,688 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Cerity Partners first reported a position in LNC in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.31M in Q4 2025. 583 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Cerity Partners held 65,688 shares of Lincoln National worth $2.32M as of Q2 2026.
  • Cerity Partners bought 21,938 Lincoln National shares in Q2 2026, an estimated $789K.
  • Lincoln National made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1510 holding.
  • Cerity Partners first reported a position in Lincoln National in Q4 2021 and has held it in 19 quarters since.
  • Cerity Partners's Lincoln National position peaked at $5.31M in Q4 2025.
  • 583 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.