1858 Wealth Management’s Linde LIN Stock Holding History

1858 Wealth Management’s Portfolio LIN Stock Details LIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-536	Closed	-$251K	–	124
2025 Q2	$251K	Sell	536 -38	-7%	-$17.3K	0.19%	101
2025 Q1	$267K	Sell	574 -108	-16%	-$48.6K	0.23%	88
2024 Q4	$286K	Sell	682 -10	-1%	-$4.56K	0.23%	91
2024 Q3	$330K	Buy	692 +231	+50%	+$105K	0.27%	78
2024 Q2	$202K	Sell	461 -50	-10%	-$22K	0.17%	117
2024 Q1	$210K	Hold	511	–	–	0.2%	114
2023 Q4	$210K	Buy	+511	New	+$202K	0.2%	114

Other funds holding LIN

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

1858 Wealth Management's LIN Position: Q3 2025 in Review

1858 Wealth Management sold out of Linde (LIN) in Q3 2025, closing a stake of 536 shares — an estimated $251K sold.

1858 Wealth Management first reported a position in LIN in Q4 2023 and held it in 7 quarters. The position peaked at $330K in Q3 2024. 2,114 funds tracked by Wall St. Rank hold LIN as of Q3 2025.

1858 Wealth Management reported no remaining Linde position as of Q3 2025 after selling out during the quarter.
1858 Wealth Management sold 536 Linde shares in Q3 2025, an estimated $251K.
1858 Wealth Management first reported a position in Linde in Q4 2023 and held it in 7 quarters.
1858 Wealth Management's Linde position peaked at $330K in Q3 2024.
2,114 funds tracked by Wall St. Rank held Linde as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.