AllSquare Wealth Management’s Linde LIN Stock Holding History

AllSquare 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	$674K	Sell	1,419 -78	-5%	-$36.9K	0.36%	49
2025 Q2	$702K	Hold	1,497	–	–	0.39%	45
2025 Q1	$697K	Hold	1,497	–	–	0.41%	41
2024 Q4	$627K	Hold	1,497	–	–	0.36%	44
2024 Q3	$714K	Hold	1,497	–	–	0.41%	42
2024 Q2	$657K	Hold	1,497	–	–	0.39%	42
2024 Q1	$695K	Hold	1,497	–	–	0.41%	40
2023 Q4	$615K	Buy	1,497 +78	+5%	+$30.8K	0.38%	39
2023 Q3	$528K	Hold	1,419	–	–	0.34%	39
2023 Q2	$504K	Hold	1,419	–	–	0.33%	43
2023 Q1	$500K	Hold	1,419	–	–	0.32%	44
2022 Q4	$463K	Hold	1,419	–	–	0.32%	47
2022 Q3	$383K	Hold	1,419	–	–	0.28%	49
2022 Q2	$408K	Hold	1,419	–	–	0.28%	52
2022 Q1	$453K	Buy	1,419 +1	+0.1%	+$309	0.27%	52
2021 Q4	$491K	Hold	1,418	–	–	0.29%	50
2021 Q3	$416K	Hold	1,418	–	–	0.25%	51
2021 Q2	$410K	Hold	1,418	–	–	0.24%	54
2021 Q1	$397K	Hold	1,418	–	–	0.25%	55
2020 Q4	$374K	Sell	1,418 -78	-5%	-$19.1K	0.25%	50
2020 Q3	$356K	Hold	1,496	–	–	0.26%	51
2020 Q2	$317K	Hold	1,496	–	–	0.24%	53
2020 Q1	$259K	Hold	1,496	–	–	0.23%	54
2019 Q4	$318K	Hold	1,496	–	–	0.22%	59
2019 Q3	$290K	Hold	1,496	–	–	0.21%	62
2019 Q2	$300K	Sell	1,496 -50	-3%	-$9.36K	0.22%	61
2019 Q1	$272K	Hold	1,546	–	–	0.2%	64
2018 Q4	$241K	Buy	+1,546	New	+$244K	0.2%	64

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

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

AllSquare Wealth Management reduced its Linde (LIN) stake by 5.2% in Q3 2025, selling an estimated $36.9K and leaving 1,419 shares worth $674K. The position accounts for 0.36% of the portfolio, ranked #49.

AllSquare Wealth Management first reported a position in LIN in Q4 2018 and has held it in 28 quarters since. The position peaked at $714K in Q3 2024. 2,113 funds tracked by Wall St. Rank hold LIN as of Q3 2025.

AllSquare Wealth Management held 1,419 shares of Linde worth $674K as of Q3 2025.
AllSquare Wealth Management sold 78 Linde shares in Q3 2025, an estimated $36.9K.
Linde made up 0.36% of AllSquare Wealth Management's portfolio in Q3 2025, its #49 holding.
AllSquare Wealth Management first reported a position in Linde in Q4 2018 and has held it in 28 quarters since.
AllSquare Wealth Management's Linde position peaked at $714K in Q3 2024.
2,113 funds tracked by Wall St. Rank held Linde as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.