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Caldwell Trust’s Linde LIN Stock Holding History

Caldwell Trust’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 		$1.3M Sell
2,502
-118
-5% -$59.8K 0.11% 152
2026
Q1 		$1.3M Buy
2,620
+7
+0.3% +$3.3K 0.12% 143
2025
Q4 		$1.11M Sell
2,613
-110
-4% -$47.1K 0.1% 157
2025
Q3 		$1.29M Sell
2,723
-30
-1% -$14.2K 0.12% 145
2025
Q2 		$1.29M Buy
2,753
+14
+0.5% +$6.39K 0.13% 141
2025
Q1 		$1.28M Sell
2,739
-755
-22% -$340K 0.14% 140
2024
Q4 		$1.46M Sell
3,494
-48
-1% -$21.9K 0.15% 126
2024
Q3 		$1.69M Buy
3,542
+10
+0.3% +$4.56K 0.18% 117
2024
Q2 		$1.55M Sell
3,532
-25
-0.7% -$11K 0.17% 114
2024
Q1 		$1.65M Sell
3,557
-100
-3% -$43.3K 0.19% 106
2023
Q4 		$1.5M Sell
3,657
-16
-0.4% -$6.31K 0.19% 109
2023
Q3 		$1.37M Sell
3,673
-171
-4% -$65.1K 0.19% 114
2023
Q2 		$1.46M Hold
3,844
– – 0.19% 115
2023
Q1 		$1.37M Buy
3,844
+174
+5% +$58.3K 0.19% 113
2022
Q4 		$1.2M Sell
3,670
-169
-4% -$53K 0.17% 123
2022
Q3 		$1.03M Buy
3,839
+55
+1% +$15.8K 0.15% 123
2022
Q2 		$1.09M Buy
3,784
+54
+1% +$16.9K 0.15% 120
2022
Q1 		$1.19M Buy
3,730
+139
+4% +$43K 0.14% 125
2021
Q4 		$1.24M Buy
3,591
+126
+4% +$40.8K 0.14% 126
2021
Q3 		$1.02M Sell
3,465
-396
-10% -$120K 0.13% 133
2021
Q2 		$1.12M Buy
3,861
+145
+4% +$42.3K 0.15% 123
2021
Q1 		$1.04M Buy
3,716
+532
+17% +$138K 0.15% 125
2020
Q4 		$839K Hold
3,184
– – 0.13% 128
2020
Q3 		$758K Sell
3,184
-15
-0.5% -$3.64K 0.12% 125
2020
Q2 		$679K Buy
3,199
+150
+5% +$29K 0.11% 137
2020
Q1 		$527K Sell
3,049
-4
-0.1% -$789 0.1% 150
2019
Q4 		$650K Buy
+3,053
New +$615K 0.1% 162

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

Caldwell Trust's LIN Position: Q2 2026 in Review

Caldwell Trust reduced its Linde (LIN) stake by 4.5% in Q2 2026, selling an estimated $59.8K and leaving 2,502 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #152.

Caldwell Trust first reported a position in LIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.69M in Q3 2024. 2,346 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Caldwell Trust held 2,502 shares of Linde worth $1.3M as of Q2 2026.
  • Caldwell Trust sold 118 Linde shares in Q2 2026, an estimated $59.8K.
  • Linde made up 0.11% of Caldwell Trust's portfolio in Q2 2026, its #152 holding.
  • Caldwell Trust first reported a position in Linde in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Linde position peaked at $1.69M in Q3 2024.
  • 2,346 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.