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Continuum Advisory’s Lincoln National LNC Stock Holding History

Continuum Advisory’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
2025
Q2 		– Sell
-1,473
Closed -$52.9K – 1082
2025
Q1 		$52.9K Hold
1,473
– – 0.01% 659
2024
Q4 		$46.7K Hold
1,473
– – 0.01% 683
2024
Q3 		$51.5K Sell
1,473
-80
-5% -$2.49K 0.01% 652
2024
Q2 		$48.3K Hold
1,553
– – 0.01% 614
2024
Q1 		$45.4K Buy
+1,553
New +$42.9K 0.01% 617

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Continuum Advisory's LNC Position: Q2 2025 in Review

Continuum Advisory sold out of Lincoln National (LNC) in Q2 2025, closing a stake of 1,473 shares — an estimated $52.9K sold.

Continuum Advisory first reported a position in LNC in Q1 2024 and held it in 5 quarters. The position peaked at $52.9K in Q1 2025. 566 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

  • Continuum Advisory reported no remaining Lincoln National position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,473 Lincoln National shares in Q2 2025, an estimated $52.9K.
  • Continuum Advisory first reported a position in Lincoln National in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Lincoln National position peaked at $52.9K in Q1 2025.
  • 566 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.