PWMG
LINE

Private Wealth Management Group’s Lineage Inc LINE Stock Holding History

Private Wealth Management Group’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 		$6.45K Hold
149
– – ﹤0.01% 741
2026
Q1 		$4.88K Buy
149
+121
+432% +$4.48K ﹤0.01% 777
2025
Q4 		$980 Sell
28
-138
-83% -$5.1K ﹤0.01% 1275
2025
Q3 		$6.42K Buy
166
+19
+13% +$790 ﹤0.01% 693
2025
Q2 		$6.4K Sell
147
-16
-10% -$772 ﹤0.01% 650
2025
Q1 		$9.56K Buy
+163
New +$9.51K ﹤0.01% 487

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

Private Wealth Management Group's LINE Position: Q2 2026 in Review

Private Wealth Management Group held its Lineage Inc (LINE) position steady in Q2 2026 at 149 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Private Wealth Management Group first reported a position in LINE in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.56K in Q1 2025. 327 funds tracked by Wall St. Rank hold LINE as of Q2 2026.

  • Private Wealth Management Group held 149 shares of Lineage Inc worth $6.45K as of Q2 2026.
  • Private Wealth Management Group left its Lineage Inc share count unchanged in Q2 2026.
  • Lineage Inc made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #741 holding.
  • Private Wealth Management Group first reported a position in Lineage Inc in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Management Group's Lineage Inc position peaked at $9.56K in Q1 2025.
  • 327 funds tracked by Wall St. Rank held Lineage Inc as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.