Physician Wealth Advisors’s Lineage Inc LINE Stock Holding History

Physician 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
2025 Q4	–	Sell	-24	Closed	-$928	–	2177
2025 Q3	$928	Buy	+24	New	+$997	﹤0.01%	1627

Other funds holding LINE

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

Physician Wealth Advisors's LINE Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Lineage Inc (LINE) in Q4 2025, closing a stake of 24 shares — an estimated $928 sold.

Physician Wealth Advisors first reported a position in LINE in Q3 2025 and held it in 1 quarter. The position peaked at $928 in Q3 2025. 265 funds tracked by Wall St. Rank hold LINE as of Q4 2025.

Physician Wealth Advisors reported no remaining Lineage Inc position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 24 Lineage Inc shares in Q4 2025, an estimated $928.
Physician Wealth Advisors first reported a position in Lineage Inc in Q3 2025 and held it in 1 quarter.
Physician Wealth Advisors's Lineage Inc position peaked at $928 in Q3 2025.
265 funds tracked by Wall St. Rank held Lineage Inc as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.