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
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

DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's LINE Position: Q1 2026 in Review

Creative Planning increased its Lineage Inc (LINE) stake by 26% in Q1 2026, buying an estimated $711K and bringing the position to 91,863 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Creative Planning first reported a position in LINE in Q1 2025 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold LINE as of Q1 2026.

  • Creative Planning held 91,863 shares of Lineage Inc worth $3.01M as of Q1 2026.
  • Creative Planning bought 19,207 Lineage Inc shares in Q1 2026, an estimated $711K.
  • Lineage Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1573 holding.
  • Creative Planning first reported a position in Lineage Inc in Q1 2025 and has held it in 5 quarters since.
  • 307 funds tracked by Wall St. Rank held Lineage Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.