Envestnet Asset Management’s Lincoln National LNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.02M | Buy |
141,961
+7,292
| +5% | +$262K | ﹤0.01% | 2459 |
|
|
2026
Q1 | $4.78M | Buy |
134,669
+12,960
| +11% | +$498K | ﹤0.01% | 2347 |
|
|
2025
Q4 | $5.42M | Buy |
121,709
+45,978
| +61% | +$1.91M | ﹤0.01% | 2121 |
|
|
2025
Q3 | $3.05M | Sell |
75,731
-27,441
| -27% | -$1.06M | ﹤0.01% | 2596 |
|
|
2025
Q2 | $3.57M | Sell |
103,172
-13,422
| -12% | -$439K | ﹤0.01% | 2439 |
|
|
2025
Q1 | $4.19M | Buy |
116,594
+17,721
| +18% | +$629K | ﹤0.01% | 2251 |
|
|
2024
Q4 | $3.14M | Sell |
98,873
-83
| -0.1% | -$2.77K | ﹤0.01% | 2407 |
|
|
2024
Q3 | $3.12M | Buy |
98,956
+9,028
| +10% | +$281K | ﹤0.01% | 2390 |
|
|
2024
Q2 | $2.8M | Buy |
89,928
+12,339
| +16% | +$373K | ﹤0.01% | 2408 |
|
|
2024
Q1 | $2.48M | Sell |
77,589
-986
| -1% | -$27.2K | ﹤0.01% | 2447 |
|
|
2023
Q4 | $2.12M | Sell |
78,575
-138,971
| -64% | -$3.34M | ﹤0.01% | 2431 |
|
|
2023
Q3 | $5.37M | Buy |
217,546
+53,645
| +33% | +$1.4M | ﹤0.01% | 1742 |
|
|
2023
Q2 | $4.22M | Buy |
163,901
+8,866
| +6% | +$195K | ﹤0.01% | 1805 |
|
|
2023
Q1 | $3.48M | Buy |
155,035
+17,124
| +12% | +$509K | ﹤0.01% | 1849 |
|
|
2022
Q4 | $4.24M | Sell |
137,911
-41,153
| -23% | -$1.63M | ﹤0.01% | 1693 |
|
|
2022
Q3 | $7.86M | Sell |
179,064
-13,678
| -7% | -$659K | ﹤0.01% | 1257 |
|
|
2022
Q2 | $9.02M | Buy |
192,742
+9,083
| +5% | +$518K | 0.01% | 1191 |
|
|
2022
Q1 | $12M | Buy |
183,659
+7,038
| +4% | +$481K | 0.01% | 1103 |
|
|
2021
Q4 | $12.1M | Buy |
176,621
+13,449
| +8% | +$949K | 0.01% | 1095 |
|
|
2021
Q3 | $11.2M | Buy |
163,172
+36,872
| +29% | +$2.41M | 0.01% | 1084 |
|
|
2021
Q2 | $7.94M | Buy |
126,300
+4,988
| +4% | +$329K | ﹤0.01% | 1264 |
|
|
2021
Q1 | $7.55M | Buy |
121,312
+7,789
| +7% | +$430K | ﹤0.01% | 1202 |
|
|
2020
Q4 | $5.71M | Buy |
113,523
+64,862
| +133% | +$2.76M | ﹤0.01% | 1213 |
|
|
2020
Q3 | $1.52M | Sell |
48,661
-16,847
| -26% | -$601K | ﹤0.01% | 1772 |
|
|
2020
Q2 | $2.41M | Sell |
65,508
-2,693
| -4% | -$94.8K | ﹤0.01% | 1468 |
|
|
2020
Q1 | $1.79M | Buy |
68,201
+14,756
| +28% | +$700K | ﹤0.01% | 1476 |
|
|
2019
Q4 | $3.15M | Sell |
53,445
-12,293
| -19% | -$724K | ﹤0.01% | 1361 |
|
|
2019
Q3 | $3.96M | Buy |
65,738
+842
| +1% | +$50.4K | ﹤0.01% | 1176 |
|
|
2019
Q2 | $4.18M | Buy |
64,896
+14,499
| +29% | +$926K | 0.01% | 1149 |
|
|
2019
Q1 | $2.96M | Buy |
50,397
+9,630
| +24% | +$570K | ﹤0.01% | 1276 |
|
|
2018
Q4 | $2.09M | Buy |
+40,767
| New | +$2.48M | ﹤0.01% | 1317 |
|
|
2018
Q3 | – | Sell |
-20,854
| Closed | -$1.3M | – | 2011 |
|
|
2018
Q2 | $1.3M | Sell |
20,854
-592
| -3% | -$40.5K | ﹤0.01% | 960 |
|
|
2018
Q1 | $1.56M | Sell |
21,446
-2,594
| -11% | -$203K | ﹤0.01% | 787 |
|
|
2017
Q4 | $1.85M | Sell |
24,040
-2,361
| -9% | -$179K | ﹤0.01% | 986 |
|
|
2017
Q3 | $1.94M | Sell |
26,401
-5,572
| -17% | -$393K | ﹤0.01% | 918 |
|
|
2017
Q2 | $2.16M | Sell |
31,973
-26,135
| -45% | -$1.73M | 0.01% | 891 |
|
|
2017
Q1 | $3.8M | Sell |
58,108
-5,193
| -8% | -$355K | 0.01% | 674 |
|
|
2016
Q4 | $4.19M | Buy |
63,301
+3,113
| +5% | +$181K | 0.02% | 623 |
|
|
2016
Q3 | $2.83M | Sell |
60,188
-116,771
| -66% | -$5.23M | 0.01% | 795 |
|
|
2016
Q2 | $6.86M | Buy |
176,959
+19,026
| +12% | +$807K | 0.03% | 522 |
|
|
2016
Q1 | $6.19M | Buy |
157,933
+15,033
| +11% | +$587K | 0.03% | 510 |
|
|
2015
Q4 | $7.18M | Buy |
142,900
+421
| +0.3% | +$22K | 0.03% | 447 |
|
|
2015
Q3 | $6.76M | Sell |
142,479
-24,201
| -15% | -$1.3M | 0.03% | 444 |
|
|
2015
Q2 | $9.87M | Buy |
166,680
+7,002
| +4% | +$410K | 0.05% | 377 |
|
|
2015
Q1 | $9.18M | Buy |
159,678
+147,099
| +1,169% | +$8.22M | 0.05% | 381 |
|
|
2014
Q4 | $725K | Sell |
12,579
-9,231
| -42% | -$502K | 0.01% | 612 |
|
|
2014
Q3 | $1.17M | Buy |
21,810
+1,438
| +7% | +$76.5K | 0.01% | 531 |
|
|
2014
Q2 | $1.05M | Sell |
20,372
-256
| -1% | -$12.7K | 0.01% | 534 |
|
|
2014
Q1 | $1.04M | Buy |
20,628
+1,241
| +6% | +$62.4K | 0.01% | 445 |
|
|
2013
Q4 | $1M | Sell |
19,387
-3,701
| -16% | -$177K | 0.01% | 444 |
|
|
2013
Q3 | $969K | Buy |
23,088
+22,867
| +10,347% | +$965K | 0.01% | 427 |
|
|
2013
Q2 | $8K | Buy |
+221
| New | +$7.54K | ﹤0.01% | 1744 |
|
Other funds holding LNC
BCP
Envestnet Asset Management's LNC Position: Q2 2026 in Review
Envestnet Asset Management increased its Lincoln National (LNC) stake by 5.4% in Q2 2026, buying an estimated $262K and bringing the position to 141,961 shares worth $5.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2459.
Envestnet Asset Management first reported a position in LNC in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.1M in Q4 2021. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.
- Envestnet Asset Management held 141,961 shares of Lincoln National worth $5.02M as of Q2 2026.
- Envestnet Asset Management bought 7,292 Lincoln National shares in Q2 2026, an estimated $262K.
- Lincoln National made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2459 holding.
- Envestnet Asset Management first reported a position in Lincoln National in Q2 2013 and has held it in 52 quarters since.
- Envestnet Asset Management's Lincoln National position peaked at $12.1M in Q4 2021.
- 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.