Broadway Wealth Solutions
LIN icon

Broadway Wealth Solutions’s Linde LIN Stock Holding History

Broadway 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
2026
Q3 		$266K Buy
561
+16
+3% +$7.86K 0.12% 75
2026
Q2 		$283K Buy
545
+12
+2% +$6.08K 0.13% 74
2026
Q1 		$264K Hold
533
– – 0.14% 79
2025
Q4 		$227K Buy
533
+31
+6% +$13.3K 0.12% 86
2025
Q3 		$238K Buy
502
+20
+4% +$9.47K 0.13% 84
2025
Q2 		$226K Buy
482
+4
+0.8% +$1.83K 0.14% 89
2025
Q1 		$223K Sell
478
-23
-5% -$10.4K 0.16% 81
2024
Q4 		$210K Buy
+501
New +$228K 0.16% 89

Other funds holding LIN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Freemont Capital
Freemont Capital Singapore $4.53B AUM 15.69% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Broadway Wealth Solutions's LIN Position: Q3 2026 in Review

Broadway Wealth Solutions increased its Linde (LIN) stake by 2.9% in Q3 2026, buying an estimated $7.86K and bringing the position to 561 shares worth $266K. The position accounts for 0.12% of the portfolio, ranked #75.

Broadway Wealth Solutions first reported a position in LIN in Q4 2024 and has held it in 8 quarters since. The position peaked at $283K in Q2 2026. 1,558 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Broadway Wealth Solutions held 561 shares of Linde worth $266K as of Q3 2026.
  • Broadway Wealth Solutions bought 16 Linde shares in Q3 2026, an estimated $7.86K.
  • Linde made up 0.12% of Broadway Wealth Solutions's portfolio in Q3 2026, its #75 holding.
  • Broadway Wealth Solutions first reported a position in Linde in Q4 2024 and has held it in 8 quarters since.
  • Broadway Wealth Solutions's Linde position peaked at $283K in Q2 2026.
  • 1,558 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.