OQS
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Occudo Quantitative Strategies’s Lincoln National LNC Stock Holding History

Occudo Quantitative 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
Q1 		– Sell
-63,930
Closed -$2.85M – 850
2025
Q4 		$2.85M Buy
63,930
+24,647
+63% +$1.03M 0.19% 163
2025
Q3 		$1.58M Buy
+39,283
New +$1.52M 0.19% 138
2025
Q1 		– Sell
-10,363
Closed -$329K – 801
2024
Q4 		$329K Buy
+10,363
New +$345K 0.06% 422
2024
Q3 		– Sell
-23,122
Closed -$719K – 889
2024
Q2 		$719K Buy
+23,122
New +$699K 0.13% 225
2023
Q4 		– Sell
-8,804
Closed -$217K – 1016
2023
Q3 		$217K Buy
+8,804
New +$230K 0.03% 775
2022
Q4 		– Sell
-42,552
Closed -$1.87M – 1192
2022
Q3 		$1.87M Sell
42,552
-47,035
-53% -$2.27M 0.15% 203
2022
Q2 		$4.19M Buy
89,587
+63,706
+246% +$3.63M 0.34% 49
2022
Q1 		$1.69M Buy
25,881
+17,063
+194% +$1.17M 0.14% 219
2021
Q4 		$602K Sell
8,818
-4,979
-36% -$351K 0.05% 556
2021
Q3 		$949K Sell
13,797
-3,736
-21% -$244K 0.11% 301
2021
Q2 		$1.1M Buy
+17,533
New +$1.16M 0.17% 188
2021
Q1 		– Sell
-7,839
Closed -$394K – 849
2020
Q4 		$394K Buy
+7,839
New +$333K 0.12% 328

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

Occudo Quantitative Strategies's LNC Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Lincoln National (LNC) in Q1 2026, closing a stake of 63,930 shares — an estimated $2.85M sold.

Occudo Quantitative Strategies first reported a position in LNC in Q4 2020 and held it in 12 quarters. The position peaked at $4.19M in Q2 2022. 615 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

  • Occudo Quantitative Strategies reported no remaining Lincoln National position as of Q1 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 63,930 Lincoln National shares in Q1 2026, an estimated $2.85M.
  • Occudo Quantitative Strategies first reported a position in Lincoln National in Q4 2020 and held it in 12 quarters.
  • Occudo Quantitative Strategies's Lincoln National position peaked at $4.19M in Q2 2022.
  • 615 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.