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Private Wealth Asset Management’s Lincoln National LNC Stock Holding History

Private Wealth Asset Management’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
Q2 		– Sell
-24
Closed -$862 – 1185
2025
Q1 		$862 Buy
+24
New +$851 ﹤0.01% 919

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Private Wealth Asset Management's LNC Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Lincoln National (LNC) in Q2 2025, closing a stake of 24 shares — an estimated $862 sold.

Private Wealth Asset Management first reported a position in LNC in Q1 2025 and held it in 1 quarter. The position peaked at $862 in Q1 2025. 566 funds tracked by Wall St. Rank hold LNC as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Lincoln National position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 24 Lincoln National shares in Q2 2025, an estimated $862.
  • Private Wealth Asset Management first reported a position in Lincoln National in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Lincoln National position peaked at $862 in Q1 2025.
  • 566 funds tracked by Wall St. Rank held Lincoln National as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.