Creative Planning
LINE

Creative Planning’s Lineage Inc LINE Stock Holding History

Creative Planning’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
Q2 		$5.24M Buy
121,162
+29,299
+32% +$1.15M ﹤0.01% 1375
2026
Q1 		$3.01M Buy
91,863
+19,207
+26% +$711K ﹤0.01% 1573
2025
Q4 		$2.54M Buy
72,656
+47,699
+191% +$1.76M ﹤0.01% 1524
2025
Q3 		$964K Buy
24,957
+12,011
+93% +$499K ﹤0.01% 2148
2025
Q2 		$563K Buy
12,946
+1,762
+16% +$85.1K ﹤0.01% 2354
2025
Q1 		$656K Buy
+11,184
New +$652K ﹤0.01% 2059

Other funds holding LINE

Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's LINE Position: Q2 2026 in Review

Creative Planning increased its Lineage Inc (LINE) stake by 32% in Q2 2026, buying an estimated $1.15M and bringing the position to 121,162 shares worth $5.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Creative Planning first reported a position in LINE in Q1 2025 and has held it in 6 quarters since. 327 funds tracked by Wall St. Rank hold LINE as of Q2 2026.

  • Creative Planning held 121,162 shares of Lineage Inc worth $5.24M as of Q2 2026.
  • Creative Planning bought 29,299 Lineage Inc shares in Q2 2026, an estimated $1.15M.
  • Lineage Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1375 holding.
  • Creative Planning first reported a position in Lineage Inc in Q1 2025 and has held it in 6 quarters since.
  • 327 funds tracked by Wall St. Rank held Lineage Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.