Ritholtz Wealth Management
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Ritholtz Wealth Management’s Lincoln Educational Services LINC Stock Holding History

Ritholtz Wealth Management’s Portfolio LINC Stock Details LINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$247K Sell
11,285
-22
-0.2% -$752 ﹤0.01% 1207
2026
Q2 		$564K Sell
11,307
-100
-0.9% -$4.53K 0.01% 816
2026
Q1 		$464K Sell
11,407
-172
-1% -$5.41K 0.01% 821
2025
Q4 		$280K Sell
11,579
-105
-0.9% -$2.29K 0.01% 923
2025
Q3 		$275K Sell
11,684
-42
-0.4% -$900 0.01% 873
2025
Q2 		$270K Sell
11,726
-317
-3% -$6.36K 0.01% 829
2025
Q1 		$191K Hold
12,043
– – 0.01% 876
2024
Q4 		$191K Sell
12,043
-2
-0% -$29 0.01% 816
2024
Q3 		$144K Sell
12,045
-144
-1% -$1.79K ﹤0.01% 839
2024
Q2 		$145K Sell
12,189
-30
-0.2% -$327 ﹤0.01% 787
2024
Q1 		$126K Sell
12,219
-184
-1% -$1.79K ﹤0.01% 765
2023
Q4 		$125K Sell
12,403
-4,602
-27% -$42K ﹤0.01% 723
2023
Q3 		$144K Sell
17,005
-5,732
-25% -$45.3K 0.01% 661
2023
Q2 		$153K Sell
22,737
-6,978
-23% -$44K 0.01% 642
2023
Q1 		$168K Sell
29,715
-9,781
-25% -$59.4K 0.01% 609
2022
Q4 		$229K Sell
39,496
-1,995
-5% -$11.8K 0.01% 507
2022
Q3 		$226K Sell
41,491
-69
-0.2% -$445 0.01% 630
2022
Q2 		$262K Buy
41,560
+12,897
+45% +$81K 0.02% 439
2022
Q1 		$205K Buy
+28,663
New +$208K 0.01% 506

Other funds holding LINC

Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Ritholtz Wealth Management's LINC Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Lincoln Educational Services (LINC) stake by 0.19% in Q3 2026, selling an estimated $752 and leaving 11,285 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Ritholtz Wealth Management first reported a position in LINC in Q1 2022 and has held it in 19 quarters since. The position peaked at $564K in Q2 2026. 75 funds tracked by Wall St. Rank hold LINC as of Q3 2026.

  • Ritholtz Wealth Management held 11,285 shares of Lincoln Educational Services worth $247K as of Q3 2026.
  • Ritholtz Wealth Management sold 22 Lincoln Educational Services shares in Q3 2026, an estimated $752.
  • Lincoln Educational Services made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #1207 holding.
  • Ritholtz Wealth Management first reported a position in Lincoln Educational Services in Q1 2022 and has held it in 19 quarters since.
  • Ritholtz Wealth Management's Lincoln Educational Services position peaked at $564K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held Lincoln Educational Services as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.