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Atria Wealth Solutions’s Linde LIN Stock Holding History

Atria Wealth Solutions’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
Q2 		$2.46M Sell
5,248
-12,517
-70% -$5.71M 0.06% 363
2025
Q1 		$8.27M Buy
17,765
+4,879
+38% +$2.2M 0.1% 218
2024
Q4 		$5.39M Buy
12,886
+449
+4% +$205K 0.06% 338
2024
Q3 		$5.93M Sell
12,437
-387
-3% -$177K 0.06% 303
2024
Q2 		$5.63M Sell
12,824
-848
-6% -$373K 0.06% 316
2024
Q1 		$6.35M Sell
13,672
-343
-2% -$149K 0.07% 286
2023
Q4 		$5.76M Buy
14,015
+417
+3% +$164K 0.07% 274
2023
Q3 		$5.06M Buy
13,598
+2,312
+20% +$880K 0.07% 288
2023
Q2 		$4.3M Buy
11,286
+1,751
+18% +$639K 0.06% 328
2023
Q1 		$3.38M Buy
9,535
+316
+3% +$106K 0.05% 371
2022
Q4 		$3.01M Buy
9,219
+794
+9% +$249K 0.05% 381
2022
Q3 		$2.27M Buy
8,425
+5,780
+219% +$1.66M 0.04% 436
2022
Q2 		$761K Sell
2,645
-3,255
-55% -$1.02M 0.01% 811
2022
Q1 		$1.89M Buy
+5,900
New +$1.82M 0.03% 499

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Atria Wealth Solutions's LIN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Linde (LIN) stake by 70% in Q2 2025, selling an estimated $5.71M and leaving 5,248 shares worth $2.46M. The position accounts for 0.06% of the portfolio, ranked #363.

Atria Wealth Solutions first reported a position in LIN in Q1 2022 and has held it in 14 quarters since. The position peaked at $8.27M in Q1 2025. 2,100 funds tracked by Wall St. Rank hold LIN as of Q2 2025.

  • Atria Wealth Solutions held 5,248 shares of Linde worth $2.46M as of Q2 2025.
  • Atria Wealth Solutions sold 12,517 Linde shares in Q2 2025, an estimated $5.71M.
  • Linde made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #363 holding.
  • Atria Wealth Solutions first reported a position in Linde in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Linde position peaked at $8.27M in Q1 2025.
  • 2,100 funds tracked by Wall St. Rank held Linde as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.