UA
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Unison Advisors’s Lincoln National LNC Stock Holding History

Unison 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
2025
Q1 		– Sell
-64,193
Closed -$2.04M – 181
2024
Q4 		$2.04M Buy
64,193
+865
+1% +$28.8K 0.24% 64
2024
Q3 		$2M Buy
63,328
+899
+1% +$28K 0.24% 66
2024
Q2 		$1.94M Buy
62,429
+955
+2% +$28.9K 0.24% 64
2024
Q1 		$1.96M Buy
61,474
+1,393
+2% +$38.5K 0.19% 66
2023
Q4 		$1.62M Buy
60,081
+1,129
+2% +$27.1K 0.17% 70
2023
Q3 		$1.46M Buy
58,952
+990
+2% +$25.9K 0.17% 69
2023
Q2 		$1.49M Buy
57,962
+1,182
+2% +$25.9K 0.17% 69
2023
Q1 		$1.28M Buy
56,780
+973
+2% +$28.9K 0.14% 75
2022
Q4 		$1.71M Buy
55,807
+560
+1% +$22.2K 0.22% 62
2022
Q3 		$2.43M Buy
55,247
+519
+0.9% +$25K 0.45% 37
2022
Q2 		$2.56M Buy
54,728
+369
+0.7% +$21K 0.66% 35
2022
Q1 		$3.55M Buy
54,359
+332
+0.6% +$22.7K 0.86% 21
2021
Q4 		$3.69M Buy
54,027
+403
+0.8% +$28.4K 0.89% 24
2021
Q3 		$3.69M Sell
53,624
-13,391
-20% -$875K 0.92% 14
2021
Q2 		$4.21M Buy
67,015
+426
+0.6% +$28.1K 0.78% 17
2021
Q1 		$4.15M Buy
66,589
+513
+0.8% +$28.4K 0.8% 17
2020
Q4 		$3.33M Buy
66,076
+773
+1% +$32.9K 0.75% 16
2020
Q3 		$2.05M Buy
65,303
+267
+0.4% +$9.53K 0.59% 43
2020
Q2 		$2.39M Buy
65,036
+45,267
+229% +$1.59M 0.8% 21
2020
Q1 		$520K Buy
19,769
+123
+0.6% +$5.84K 0.56% 63
2019
Q4 		$1.16M Buy
19,646
+121
+0.6% +$7.12K 0.84% 57
2019
Q3 		$1.18M Buy
19,525
+109
+0.6% +$6.52K 0.91% 51
2019
Q2 		$1.25M Buy
19,416
+115
+0.6% +$7.35K 0.94% 45
2019
Q1 		$1.13M Hold
19,301
– – 0.84% 56
2018
Q4 		$991K Buy
+19,301
New +$1.17M 0.79% 57

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Unison Advisors's LNC Position: Q1 2025 in Review

Unison Advisors sold out of Lincoln National (LNC) in Q1 2025, closing a stake of 64,193 shares — an estimated $2.04M sold.

Unison Advisors first reported a position in LNC in Q4 2018 and held it in 25 quarters. The position peaked at $4.21M in Q2 2021. 570 funds tracked by Wall St. Rank hold LNC as of Q1 2025.

  • Unison Advisors reported no remaining Lincoln National position as of Q1 2025 after selling out during the quarter.
  • Unison Advisors sold 64,193 Lincoln National shares in Q1 2025, an estimated $2.04M.
  • Unison Advisors first reported a position in Lincoln National in Q4 2018 and held it in 25 quarters.
  • Unison Advisors's Lincoln National position peaked at $4.21M in Q2 2021.
  • 570 funds tracked by Wall St. Rank held Lincoln National as of Q1 2025.

Based on Unison Advisors's 13F filing for Q1 2025, filed 6 May 2025.