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Intentional Wealth Strategies’s Lincoln National LNC Stock Holding History

Intentional Wealth Strategies’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
-86
Closed -$3.05K – 532
2026
Q1 		$3.05K Buy
+86
New +$3.31K ﹤0.01% 582

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

Intentional Wealth Strategies's LNC Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Lincoln National (LNC) in Q2 2026, closing a stake of 86 shares — an estimated $3.05K sold.

Intentional Wealth Strategies first reported a position in LNC in Q1 2026 and held it in 1 quarter. The position peaked at $3.05K in Q1 2026. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Lincoln National position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 86 Lincoln National shares in Q2 2026, an estimated $3.05K.
  • Intentional Wealth Strategies first reported a position in Lincoln National in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Lincoln National position peaked at $3.05K in Q1 2026.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.