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Tortoise Investment Management’s Lincoln National LNC Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-1
Closed -$40 – 903
2025
Q3 		$40 Buy
+1
New +$39 ﹤0.01% 1519
2015
Q1 		– Sell
-28
Closed -$2K – 457
2014
Q4 		$2K Buy
+28
New +$1.52K ﹤0.01% 430

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCP
Bain Capital Prairie Boston, Massachusetts $663M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Tortoise Investment Management's LNC Position: Q4 2025 in Review

Tortoise Investment Management sold out of Lincoln National (LNC) in Q4 2025, closing a stake of 1 share — an estimated $40 sold.

Tortoise Investment Management first reported a position in LNC in Q4 2014 and held it in 2 quarters. The position peaked at $2K in Q4 2014. 627 funds tracked by Wall St. Rank hold LNC as of Q4 2025.

  • Tortoise Investment Management reported no remaining Lincoln National position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 Lincoln National share in Q4 2025, an estimated $40.
  • Tortoise Investment Management first reported a position in Lincoln National in Q4 2014 and held it in 2 quarters.
  • Tortoise Investment Management's Lincoln National position peaked at $2K in Q4 2014.
  • 627 funds tracked by Wall St. Rank held Lincoln National as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.