Highline Wealth Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Highline Wealth Partners’s Portfolio DBL Stock Details DBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.75K	Hold	400	–	–	﹤0.01%	820
2026 Q1	$5.84K	Hold	400	–	–	﹤0.01%	681
2025 Q4	$6.1K	Hold	400	–	–	﹤0.01%	506
2025 Q3	$6.23K	Buy	+400	New	+$6.16K	﹤0.01%	520

Other funds holding DBL

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TPWM

Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Highline Wealth Partners's DBL Position: Q2 2026 in Review

Highline Wealth Partners held its DoubleLine Opportunistic Credit Fund (DBL) position steady in Q2 2026 at 400 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Highline Wealth Partners first reported a position in DBL in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.23K in Q3 2025. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

Highline Wealth Partners held 400 shares of DoubleLine Opportunistic Credit Fund worth $5.75K as of Q2 2026.
Highline Wealth Partners left its DoubleLine Opportunistic Credit Fund share count unchanged in Q2 2026.
DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #820 holding.
Highline Wealth Partners first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2025 and has held it in 4 quarters since.
Highline Wealth Partners's DoubleLine Opportunistic Credit Fund position peaked at $6.23K in Q3 2025.
79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.