EPW
LNC icon

Evolve Private Wealth’s Lincoln National LNC Stock Holding History

Evolve Private Wealth’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 		– Sell
-18,845
Closed -$669K – 1146
2026
Q1 		$669K Buy
18,845
+13,757
+270% +$529K 0.04% 453
2025
Q4 		$227K Buy
+5,088
New +$212K 0.01% 830

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

Evolve Private Wealth's LNC Position: Q2 2026 in Review

Evolve Private Wealth sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 18,845 shares — an estimated $669K sold.

Evolve Private Wealth first reported a position in LNC in Q4 2025 and held it in 2 quarters. The position peaked at $669K in Q1 2026. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Evolve Private Wealth reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 18,845 Lincoln National shares in Q2 2026, an estimated $669K.
  • Evolve Private Wealth first reported a position in Lincoln National in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Lincoln National position peaked at $669K in Q1 2026.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.