MWA
LINE

Medallion Wealth Advisors’s Lineage Inc LINE Stock Holding History

Medallion Wealth Advisors’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 		$2.75K Hold
84
– – ﹤0.01% 956
2025
Q4 		$2.94K Hold
84
– – ﹤0.01% 935
2025
Q3 		$3.25K Hold
84
– – ﹤0.01% 920
2025
Q2 		$3.63K Hold
84
– – ﹤0.01% 883
2025
Q1 		$4.78K Buy
+84
New +$4.9K ﹤0.01% 794

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

Medallion Wealth Advisors's LINE Position: Q1 2026 in Review

Medallion Wealth Advisors held its Lineage Inc (LINE) position steady in Q1 2026 at 84 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Medallion Wealth Advisors first reported a position in LINE in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.78K in Q1 2025. 307 funds tracked by Wall St. Rank hold LINE as of Q1 2026.

  • Medallion Wealth Advisors held 84 shares of Lineage Inc worth $2.75K as of Q1 2026.
  • Medallion Wealth Advisors left its Lineage Inc share count unchanged in Q1 2026.
  • Lineage Inc made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #956 holding.
  • Medallion Wealth Advisors first reported a position in Lineage Inc in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Lineage Inc position peaked at $4.78K in Q1 2025.
  • 307 funds tracked by Wall St. Rank held Lineage Inc as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.