SkyOak Wealth’s Lineage Inc LINE Stock Holding History

SkyOak Wealth’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 Q2	–	Sell	-4,000	Closed	-$235K	–	267
2025 Q1	$235K	Hold	4,000	–	–	0.05%	206
2024 Q4	$234K	Hold	4,000	–	–	0.05%	217
2024 Q3	$314K	Buy	+4,000	New	+$335K	0.07%	160

Other funds holding LINE

Norges Bank Oslo, Norway $935B AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DCP

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

DPCM

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

SkyOak Wealth's LINE Position: Q2 2025 in Review

SkyOak Wealth sold out of Lineage Inc (LINE) in Q2 2025, closing a stake of 4,000 shares — an estimated $235K sold.

SkyOak Wealth first reported a position in LINE in Q3 2024 and held it in 3 quarters. The position peaked at $314K in Q3 2024. 222 funds tracked by Wall St. Rank hold LINE as of Q2 2025.

SkyOak Wealth reported no remaining Lineage Inc position as of Q2 2025 after selling out during the quarter.
SkyOak Wealth sold 4,000 Lineage Inc shares in Q2 2025, an estimated $235K.
SkyOak Wealth first reported a position in Lineage Inc in Q3 2024 and held it in 3 quarters.
SkyOak Wealth's Lineage Inc position peaked at $314K in Q3 2024.
222 funds tracked by Wall St. Rank held Lineage Inc as of Q2 2025.

Based on SkyOak Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.