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Mount Yale Investment Advisors’s Lincoln National LNC Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-131
Closed -$4.53K – 1197
2025
Q2 		$4.53K Buy
+131
New +$4.29K ﹤0.01% 1243
2018
Q4 		– Sell
-100
Closed -$7K – 563
2018
Q3 		$7K Buy
+100
New +$6.6K ﹤0.01% 870

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Mount Yale Investment Advisors's LNC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Lincoln National (LNC) in Q3 2025, closing a stake of 131 shares — an estimated $4.53K sold.

Mount Yale Investment Advisors first reported a position in LNC in Q3 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 604 funds tracked by Wall St. Rank hold LNC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Lincoln National position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 131 Lincoln National shares in Q3 2025, an estimated $4.53K.
  • Mount Yale Investment Advisors first reported a position in Lincoln National in Q3 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Lincoln National position peaked at $7K in Q3 2018.
  • 604 funds tracked by Wall St. Rank held Lincoln National as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.