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Edgestream Partners’s Lincoln National LNC Stock Holding History

Edgestream 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
2025
Q2 		– Sell
-132,693
Closed -$4.77M – 973
2025
Q1 		$4.77M Buy
+132,693
New +$4.71M 0.16% 237
2024
Q3 		– Sell
-136,781
Closed -$4.25M – 973
2024
Q2 		$4.25M Buy
136,781
+79,598
+139% +$2.41M 0.2% 162
2024
Q1 		$1.83M Buy
+57,183
New +$1.58M 0.09% 354
2023
Q2 		– Sell
-157,888
Closed -$3.55M – 818
2023
Q1 		$3.55M Buy
157,888
+84,149
+114% +$2.5M 0.39% 49
2022
Q4 		$2.27M Buy
+73,739
New +$2.93M 0.25% 126
2022
Q3 		– Sell
-19,656
Closed -$919K – 544
2022
Q2 		$919K Sell
19,656
-6,431
-25% -$367K 0.07% 338
2022
Q1 		$1.71M Sell
26,087
-685
-3% -$46.8K 0.14% 246
2021
Q4 		$1.83M Buy
+26,772
New +$1.89M 0.11% 241
2020
Q4 		– Sell
-30,630
Closed -$960K – 399
2020
Q3 		$960K Buy
+30,630
New +$1.09M 0.06% 225
2020
Q1 		– Sell
-16,167
Closed -$954K – 347
2019
Q4 		$954K Buy
+16,167
New +$952K 0.05% 238

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Edgestream Partners's LNC Position: Q2 2025 in Review

Edgestream Partners sold out of Lincoln National (LNC) in Q2 2025, closing a stake of 132,693 shares — an estimated $4.77M sold.

Edgestream Partners first reported a position in LNC in Q4 2019 and held it in 10 quarters. The position peaked at $4.77M in Q1 2025. 567 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

  • Edgestream Partners reported no remaining Lincoln National position as of Q2 2025 after selling out during the quarter.
  • Edgestream Partners sold 132,693 Lincoln National shares in Q2 2025, an estimated $4.77M.
  • Edgestream Partners first reported a position in Lincoln National in Q4 2019 and held it in 10 quarters.
  • Edgestream Partners's Lincoln National position peaked at $4.77M in Q1 2025.
  • 567 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on Edgestream Partners's 13F filing for Q2 2025, filed 13 Aug 2025.