United Capital Financial Advisors’s Lineage Inc LINE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$755K Sell
17,449
-508
-3% -$20K ﹤0.01% 928
2026
Q1
$588K Buy
17,957
+10,251
+133% +$380K ﹤0.01% 985
2025
Q4
$270K Sell
7,706
-8,451
-52% -$312K ﹤0.01% 1212
2025
Q3
$624K Buy
16,157
+170
+1% +$7.07K ﹤0.01% 796
2025
Q2
$696K Buy
15,987
+598
+4% +$28.9K 0.01% 696
2025
Q1
$902K Buy
+15,389
New +$897K 0.01% 591

Other funds holding LINE

United Capital Financial Advisors's LINE Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Lineage Inc (LINE) stake by 2.8% in Q2 2026, selling an estimated $20K and leaving 17,449 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

United Capital Financial Advisors first reported a position in LINE in Q1 2025 and has held it in 6 quarters since. The position peaked at $902K in Q1 2025. 327 funds tracked by Wall St. Rank hold LINE as of Q2 2026.

  • United Capital Financial Advisors held 17,449 shares of Lineage Inc worth $755K as of Q2 2026.
  • United Capital Financial Advisors sold 508 Lineage Inc shares in Q2 2026, an estimated $20K.
  • Lineage Inc made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #928 holding.
  • United Capital Financial Advisors first reported a position in Lineage Inc in Q1 2025 and has held it in 6 quarters since.
  • United Capital Financial Advisors's Lineage Inc position peaked at $902K in Q1 2025.
  • 327 funds tracked by Wall St. Rank held Lineage Inc as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.