IC
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Innealta Capital’s Lincoln National LNC Stock Holding History

Innealta Capital’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
Q1 		– Sell
-8,698
Closed -$387K – 85
2025
Q4 		$387K Hold
8,698
– – 0.21% 54
2025
Q3 		$351K Hold
8,698
– – 0.18% 59
2025
Q2 		$301K Buy
8,698
+67
+0.8% +$2.19K 0.16% 62
2025
Q1 		$310K Buy
+8,631
New +$306K 0.17% 65
2024
Q3 		– Sell
-1,239
Closed -$38.5K – 1009
2024
Q2 		$38.5K Sell
1,239
-10,156
-89% -$307K 0.01% 432
2024
Q1 		$364K Buy
+11,395
New +$315K 0.15% 67

Other funds holding LNC

BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Innealta Capital's LNC Position: Q1 2026 in Review

Innealta Capital sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 8,698 shares — an estimated $387K sold.

Innealta Capital first reported a position in LNC in Q1 2024 and held it in 6 quarters. The position peaked at $387K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Innealta Capital reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Innealta Capital sold 8,698 Lincoln National shares in Q1 2026, an estimated $387K.
  • Innealta Capital first reported a position in Lincoln National in Q1 2024 and held it in 6 quarters.
  • Innealta Capital's Lincoln National position peaked at $387K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Innealta Capital's 13F filing for Q1 2026, filed 4 May 2026.