CA
LNC icon

Clearstead Advisors’s Lincoln National LNC Stock Holding History

Clearstead Advisors’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 		$117K Buy
3,304
+867
+36% +$31.2K ﹤0.01% 1241
2026
Q1 		$86.5K Sell
2,437
-512
-17% -$19.7K ﹤0.01% 1171
2025
Q4 		$131K Sell
2,949
-169
-5% -$7.04K ﹤0.01% 1041
2025
Q3 		$126K Buy
3,118
+37
+1% +$1.43K ﹤0.01% 994
2025
Q2 		$107K Buy
3,081
+454
+17% +$14.8K ﹤0.01% 1049
2025
Q1 		$94.3K Buy
2,627
+29
+1% +$1.03K ﹤0.01% 1012
2024
Q4 		$82.4K Buy
2,598
+6
+0.2% +$200 ﹤0.01% 1062
2024
Q3 		$81.7K Sell
2,592
-2,000
-44% -$62.3K ﹤0.01% 1079
2024
Q2 		$143K Hold
4,592
– – ﹤0.01% 920
2024
Q1 		$136K Sell
4,592
-17
-0.4% -$470 0.01% 538
2023
Q4 		$124K Sell
4,609
-6,227
-57% -$150K 0.01% 546
2023
Q3 		$268K Buy
10,836
+5,431
+100% +$142K 0.01% 506
2023
Q2 		$139K Buy
5,405
+2,361
+78% +$51.8K 0.01% 499
2023
Q1 		$68.4K Sell
3,044
-1,096
-26% -$32.6K 0.01% 589
2022
Q4 		$127K Sell
4,140
-13
-0.3% -$516 0.01% 453
2022
Q3 		$182K Buy
4,153
+26
+0.6% +$1.25K 0.02% 376
2022
Q2 		$193K Buy
4,127
+76
+2% +$4.33K 0.02% 383
2022
Q1 		$265K Buy
4,051
+1,872
+86% +$128K 0.02% 372
2021
Q4 		$149K Hold
2,179
– – 0.01% 444
2021
Q3 		$150K Sell
2,179
-32
-1% -$2.09K 0.01% 415
2021
Q2 		$139K Buy
2,211
+32
+1% +$2.11K 0.01% 396
2021
Q1 		$136K Hold
2,179
– – 0.01% 389
2020
Q4 		$110K Hold
2,179
– – 0.01% 398
2020
Q3 		$68K Hold
2,179
– – 0.01% 421
2020
Q2 		$80K Hold
2,179
– – 0.01% 376
2020
Q1 		$57K Buy
+2,179
New +$103K 0.01% 391

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
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

Clearstead Advisors's LNC Position: Q2 2026 in Review

Clearstead Advisors increased its Lincoln National (LNC) stake by 36% in Q2 2026, buying an estimated $31.2K and bringing the position to 3,304 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Clearstead Advisors first reported a position in LNC in Q1 2020 and has held it in 26 quarters since. The position peaked at $268K in Q3 2023. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Clearstead Advisors held 3,304 shares of Lincoln National worth $117K as of Q2 2026.
  • Clearstead Advisors bought 867 Lincoln National shares in Q2 2026, an estimated $31.2K.
  • Lincoln National made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1241 holding.
  • Clearstead Advisors first reported a position in Lincoln National in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Lincoln National position peaked at $268K in Q3 2023.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.