CWM
LINE

Congress Wealth Management’s Lineage Inc LINE Stock Holding History

Congress 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
2025
Q2 		– Sell
-9,373
Closed -$552K – 1224
2025
Q1 		$552K Buy
+9,373
New +$547K 0.01% 788

Other funds holding LINE

Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Congress Wealth Management's LINE Position: Q2 2025 in Review

Congress Wealth Management sold out of Lineage Inc (LINE) in Q2 2025, closing a stake of 9,373 shares — an estimated $552K sold.

Congress Wealth Management first reported a position in LINE in Q1 2025 and held it in 1 quarter. The position peaked at $552K in Q1 2025. 222 funds tracked by Wall St. Rank hold LINE as of Q2 2025.

  • Congress Wealth Management reported no remaining Lineage Inc position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 9,373 Lineage Inc shares in Q2 2025, an estimated $552K.
  • Congress Wealth Management first reported a position in Lineage Inc in Q1 2025 and held it in 1 quarter.
  • Congress Wealth Management's Lineage Inc position peaked at $552K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held Lineage Inc as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.