AWA
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Arete Wealth Advisors’s Linde LIN Stock Holding History

Arete Wealth Advisors’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
2026
Q1 		– Sell
-1,066
Closed -$455K – 550
2025
Q4 		$455K Sell
1,066
-24
-2% -$10.3K 0.03% 470
2025
Q3 		$508K Buy
1,090
+158
+17% +$74.8K 0.03% 437
2025
Q2 		$437K Sell
932
-168
-15% -$76.7K 0.03% 446
2025
Q1 		$512K Sell
1,100
-65
-6% -$29.3K 0.04% 385
2024
Q4 		$488K Buy
1,165
+520
+81% +$237K 0.04% 417
2024
Q3 		$308K Sell
645
-592
-48% -$270K 0.03% 516
2024
Q2 		$543K Buy
+1,237
New +$544K 0.04% 371
2024
Q1 		– Sell
-1,309
Closed -$538K – 570
2023
Q4 		$538K Buy
1,309
+62
+5% +$24.4K 0.04% 385
2023
Q3 		$465K Buy
1,247
+28
+2% +$10.7K 0.08% 249
2023
Q2 		$465K Sell
1,219
-112
-8% -$40.9K 0.04% 375
2023
Q1 		$473K Buy
1,331
+151
+13% +$50.6K 0.04% 360
2022
Q4 		$385M Buy
1,180
+129
+12% +$40.4K 0.03% 387
2022
Q3 		$283K Buy
+1,051
New +$302K 0.03% 418
2022
Q2 		– Sell
-882
Closed -$282K – 514
2022
Q1 		$282K Sell
882
-37
-4% -$11.4K 0.02% 394
2021
Q4 		$318K Buy
+919
New +$298K 0.03% 373
2020
Q4 		– Sell
-2,065
Closed -$479K – 427
2020
Q3 		$479K Sell
2,065
-621
-23% -$151K 0.07% 217
2020
Q2 		$570K Buy
2,686
+65
+2% +$12.6K 0.1% 204
2020
Q1 		$453K Sell
2,621
-304
-10% -$60K 0.09% 201
2019
Q4 		$623K Sell
2,925
-16
-0.5% -$3.22K 0.11% 204
2019
Q3 		$570K Buy
2,941
+46
+2% +$8.91K 0.11% 197
2019
Q2 		$581K Buy
2,895
+117
+4% +$21.9K 0.11% 201
2019
Q1 		$489K Buy
2,778
+958
+53% +$159K 0.1% 208
2018
Q4 		$284K Buy
+1,820
New +$288K 0.07% 281

Other funds holding LIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arete Wealth Advisors's LIN Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Linde (LIN) in Q1 2026, closing a stake of 1,066 shares — an estimated $455K sold.

Arete Wealth Advisors first reported a position in LIN in Q4 2018 and held it in 23 quarters. The position peaked at $385M in Q4 2022. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Linde position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,066 Linde shares in Q1 2026, an estimated $455K.
  • Arete Wealth Advisors first reported a position in Linde in Q4 2018 and held it in 23 quarters.
  • Arete Wealth Advisors's Linde position peaked at $385M in Q4 2022.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.