Cassaday & Co Wealth Management
LINE icon

Cassaday & Co Wealth Management’s Lineage Inc LINE Stock Holding History

Cassaday & Co Wealth Management’s Portfolio LINE Stock Details LINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-6
Closed -$260 – 1491
2026
Q2 		$260 Hold
6
– – ﹤0.01% 1197
2026
Q1 		$197 Buy
+6
New +$222 ﹤0.01% 1273

Other funds holding LINE

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lunate Capital
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return
St. Denis J. Villere & Co
St. Denis J. Villere & Co New Orleans, Louisiana $775M AUM 13.27% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Cassaday & Co Wealth Management's LINE Position: Q3 2026 in Review

Cassaday & Co Wealth Management sold out of Lineage Inc (LINE) in Q3 2026, closing a stake of 6 shares — an estimated $260 sold.

Cassaday & Co Wealth Management first reported a position in LINE in Q1 2026 and held it in 2 quarters. The position peaked at $260 in Q2 2026. 167 funds tracked by Wall St. Rank hold LINE as of Q3 2026.

  • Cassaday & Co Wealth Management reported no remaining Lineage Inc position as of Q3 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 6 Lineage Inc shares in Q3 2026, an estimated $260.
  • Cassaday & Co Wealth Management first reported a position in Lineage Inc in Q1 2026 and held it in 2 quarters.
  • Cassaday & Co Wealth Management's Lineage Inc position peaked at $260 in Q2 2026.
  • 167 funds tracked by Wall St. Rank held Lineage Inc as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.