HIW
LNC icon

Holos Integrated Wealth’s Lincoln National LNC Stock Holding History

Holos Integrated 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
-26
Closed -$908 – 399
2026
Q1 		$908 Buy
+26
New +$999 ﹤0.01% 367

Other funds holding LNC

FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWM
Allen Wealth Management Boone, North Carolina $205M AUM 28.64% 1-Year Est. Return

Holos Integrated Wealth's LNC Position: Q2 2026 in Review

Holos Integrated Wealth sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 26 shares — an estimated $908 sold.

Holos Integrated Wealth first reported a position in LNC in Q1 2026 and held it in 1 quarter. The position peaked at $908 in Q1 2026. 139 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Holos Integrated Wealth reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 26 Lincoln National shares in Q2 2026, an estimated $908.
  • Holos Integrated Wealth first reported a position in Lincoln National in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's Lincoln National position peaked at $908 in Q1 2026.
  • 139 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.