AWM
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Aviso Wealth Management’s Linde LIN Stock Holding History

Aviso 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
2026
Q2 		$510K Buy
982
+19
+2% +$9.62K 0.17% 94
2026
Q1 		$478K Buy
963
+137
+17% +$64.6K 0.22% 93
2025
Q4 		$352K Buy
826
+330
+67% +$141K 0.15% 111
2025
Q3 		$235K Sell
496
-18
-4% -$8.52K 0.1% 129
2025
Q2 		$241K Buy
514
+35
+7% +$16K 0.11% 127
2025
Q1 		$223K Buy
+479
New +$216K 0.12% 131

Other funds holding LIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aviso Wealth Management's LIN Position: Q2 2026 in Review

Aviso Wealth Management increased its Linde (LIN) stake by 2% in Q2 2026, buying an estimated $9.62K and bringing the position to 982 shares worth $510K. The position accounts for 0.17% of the portfolio, ranked #94.

Aviso Wealth Management first reported a position in LIN in Q1 2025 and has held it in 6 quarters since. 2,346 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Aviso Wealth Management held 982 shares of Linde worth $510K as of Q2 2026.
  • Aviso Wealth Management bought 19 Linde shares in Q2 2026, an estimated $9.62K.
  • Linde made up 0.17% of Aviso Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Aviso Wealth Management first reported a position in Linde in Q1 2025 and has held it in 6 quarters since.
  • 2,346 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.