SWA
LINE

SOA Wealth Advisors’s Lineage Inc LINE Stock Holding History

SOA 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
Q2 		$4.68K Buy
108
+1
+0.9% +$39 ﹤0.01% 709
2026
Q1 		$3.49K Buy
107
+2
+2% +$74 ﹤0.01% 680
2025
Q4 		$3.67K Buy
105
+1
+1% +$37 ﹤0.01% 679
2025
Q3 		$4K Buy
104
+2
+2% +$83 ﹤0.01% 683
2025
Q2 		$4.45K Buy
102
+1
+1% +$48 ﹤0.01% 660
2025
Q1 		$5.94K Buy
101
+1
+1% +$58 ﹤0.01% 616
2024
Q4 		$5.89K Buy
+100
New +$6.8K ﹤0.01% 603

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

SOA Wealth Advisors's LINE Position: Q2 2026 in Review

SOA Wealth Advisors increased its Lineage Inc (LINE) stake by 0.93% in Q2 2026, buying an estimated $39 and bringing the position to 108 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

SOA Wealth Advisors first reported a position in LINE in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.94K in Q1 2025. 327 funds tracked by Wall St. Rank hold LINE as of Q2 2026.

  • SOA Wealth Advisors held 108 shares of Lineage Inc worth $4.68K as of Q2 2026.
  • SOA Wealth Advisors bought 1 Lineage Inc share in Q2 2026, an estimated $39.
  • Lineage Inc made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #709 holding.
  • SOA Wealth Advisors first reported a position in Lineage Inc in Q4 2024 and has held it in 7 quarters since.
  • SOA Wealth Advisors's Lineage Inc position peaked at $5.94K in Q1 2025.
  • 327 funds tracked by Wall St. Rank held Lineage Inc as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.