AWA
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Arkadios Wealth Advisors’s Linde LIN Stock Holding History

Arkadios 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 		$1.79M Buy
3,618
+343
+10% +$162K 0.03% 553
2025
Q4 		$1.4M Buy
3,275
+898
+38% +$385K 0.03% 568
2025
Q3 		$1.13M Buy
2,377
+369
+18% +$175K 0.03% 592
2025
Q2 		$943K Buy
2,008
+272
+16% +$124K 0.03% 593
2025
Q1 		$809K Buy
1,736
+437
+34% +$197K 0.03% 530
2024
Q4 		$544K Buy
1,299
+1
+0.1% +$456 0.03% 514
2024
Q3 		$619K Buy
1,298
+65
+5% +$29.7K 0.04% 468
2024
Q2 		$541K Buy
1,233
+297
+32% +$131K 0.04% 448
2024
Q1 		$434K Sell
936
-10
-1% -$4.33K 0.03% 414
2023
Q4 		$389K Buy
946
+265
+39% +$105K 0.03% 443
2023
Q3 		$254K Buy
+681
New +$259K 0.02% 548
2023
Q1 		– Sell
-643
Closed -$210K – 623
2022
Q4 		$210K Buy
+643
New +$202K 0.03% 514
2021
Q4 		– Sell
-64
Closed -$18K – 1257
2021
Q3 		$18K Hold
64
– – ﹤0.01% 1253
2021
Q2 		$18K Buy
64
+33
+106% +$9.62K ﹤0.01% 1330
2021
Q1 		$8K Buy
31
+8
+35% +$2.08K ﹤0.01% 1250
2020
Q4 		$6K Hold
23
– – ﹤0.01% 1080
2020
Q3 		$5.36K Hold
23
– – ﹤0.01% 840
2020
Q2 		$5.36K Sell
23
-2
-8% -$386 ﹤0.01% 776
2020
Q1 		$4.33K Buy
25
+2
+9% +$395 ﹤0.01% 814
2019
Q4 		$5.09K Buy
+23
New +$4.63K ﹤0.01% 699

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

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

Arkadios Wealth Advisors increased its Linde (LIN) stake by 10% in Q1 2026, buying an estimated $162K and bringing the position to 3,618 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #553.

Arkadios Wealth Advisors first reported a position in LIN in Q4 2019 and has held it in 20 quarters since. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Arkadios Wealth Advisors held 3,618 shares of Linde worth $1.79M as of Q1 2026.
  • Arkadios Wealth Advisors bought 343 Linde shares in Q1 2026, an estimated $162K.
  • Linde made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #553 holding.
  • Arkadios Wealth Advisors first reported a position in Linde in Q4 2019 and has held it in 20 quarters since.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

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