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OneDigital Investment Advisors’s Lincoln National LNC Stock Holding History

OneDigital 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
2026
Q2 		$209K Sell
5,903
-3,686
-38% -$133K ﹤0.01% 1491
2026
Q1 		$340K Sell
9,589
-1,298
-12% -$49.9K ﹤0.01% 1121
2025
Q4 		$485K Sell
10,887
-736
-6% -$30.7K ﹤0.01% 960
2025
Q3 		$469K Buy
11,623
+1,081
+10% +$41.8K ﹤0.01% 960
2025
Q2 		$365K Buy
10,542
+47
+0.4% +$1.54K ﹤0.01% 1048
2025
Q1 		$377K Sell
10,495
-17
-0.2% -$603 ﹤0.01% 978
2024
Q4 		$333K Sell
10,512
-806
-7% -$26.9K ﹤0.01% 1078
2024
Q3 		$357K Buy
11,318
+3,972
+54% +$124K ﹤0.01% 1080
2024
Q2 		$228K Buy
7,346
+773
+12% +$23.4K ﹤0.01% 1236
2024
Q1 		$210K Buy
+6,573
New +$182K ﹤0.01% 1027
2022
Q1 		– Sell
-3,005
Closed -$205K – 809
2021
Q4 		$205K Buy
+3,005
New +$212K 0.01% 725
2019
Q3 		– Sell
-839
Closed -$54K – 902
2019
Q2 		$54K Sell
839
-300
-26% -$19.2K ﹤0.01% 557
2019
Q1 		$67K Hold
1,139
– – 0.01% 442
2018
Q4 		$58K Sell
1,139
-961
-46% -$58.4K 0.01% 431
2018
Q3 		$142K Buy
2,100
+50
+2% +$3.3K 0.03% 233
2018
Q2 		$127K Buy
2,050
+250
+14% +$17.1K 0.03% 300
2018
Q1 		$131K Hold
1,800
– – 0.03% 295
2017
Q4 		$138K Buy
1,800
+1,000
+125% +$75.7K 0.02% 285
2017
Q3 		$59K Sell
800
-1,000
-56% -$70.6K 0.02% 348
2017
Q2 		$122K Buy
+1,800
New +$119K 0.04% 275

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

OneDigital Investment Advisors's LNC Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Lincoln National (LNC) stake by 38% in Q2 2026, selling an estimated $133K and leaving 5,903 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

OneDigital Investment Advisors first reported a position in LNC in Q2 2017 and has held it in 20 quarters since. The position peaked at $485K in Q4 2025. 614 funds tracked by Wall St. Rank hold LNC as of Q2 2026.

  • OneDigital Investment Advisors held 5,903 shares of Lincoln National worth $209K as of Q2 2026.
  • OneDigital Investment Advisors sold 3,686 Lincoln National shares in Q2 2026, an estimated $133K.
  • Lincoln National made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1491 holding.
  • OneDigital Investment Advisors first reported a position in Lincoln National in Q2 2017 and has held it in 20 quarters since.
  • OneDigital Investment Advisors's Lincoln National position peaked at $485K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lincoln National as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.