WWM
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Whalen Wealth Management’s Lincoln Educational Services LINC Stock Holding History

Whalen 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 		– Sell
-7,455
Closed -$372K – 237
2026
Q2 		$372K Buy
+7,455
New +$337K 0.17% 142

Other funds holding LINC

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Whalen Wealth Management sold out of Lincoln Educational Services (LINC) in Q3 2026, closing a stake of 7,455 shares — an estimated $372K sold.

Whalen Wealth Management first reported a position in LINC in Q2 2026 and held it in 1 quarter. The position peaked at $372K in Q2 2026. 5 funds tracked by Wall St. Rank hold LINC as of Q3 2026.

  • Whalen Wealth Management reported no remaining Lincoln Educational Services position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 7,455 Lincoln Educational Services shares in Q3 2026, an estimated $372K.
  • Whalen Wealth Management first reported a position in Lincoln Educational Services in Q2 2026 and held it in 1 quarter.
  • Whalen Wealth Management's Lincoln Educational Services position peaked at $372K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Lincoln Educational Services as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.