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Cape Investment Advisory’s Linde LIN Stock Holding History

Cape Investment Advisory’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 		$68.5K Buy
+132
New +$66.9K 0.02% 412
2026
Q1 		– Sell
-71
Closed -$30.3K – 762
2025
Q4 		$30.3K Buy
71
+52
+274% +$22.3K 0.01% 522
2025
Q3 		$9.03K Buy
19
+9
+90% +$4.26K 0.01% 426
2025
Q2 		$4.69K Sell
10
-12
-55% -$5.48K ﹤0.01% 772
2025
Q1 		$10.2K Sell
22
-4
-15% -$1.8K ﹤0.01% 598
2024
Q4 		$10.9K Sell
26
-9
-26% -$4.1K ﹤0.01% 567
2024
Q3 		$16.7K Hold
35
– – 0.01% 489
2024
Q2 		$15.4K Buy
35
+16
+84% +$7.04K 0.01% 462
2024
Q1 		$8.83K Sell
19
-6
-24% -$2.6K ﹤0.01% 570
2023
Q4 		$10.3K Buy
25
+7
+39% +$2.76K 0.01% 650
2023
Q3 		$6.7K Sell
18
-39
-68% -$14.8K ﹤0.01% 624
2023
Q2 		$21.7K Buy
57
+28
+97% +$10.2K 0.01% 425
2023
Q1 		$10.3K Buy
+29
New +$9.71K 0.01% 533

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

Cape Investment Advisory's LIN Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Linde (LIN) in Q2 2026: 132 shares worth $68.5K. The stake represents 0.02% of the portfolio and ranks #412 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in LIN as recently as Q4 2025.

Cape Investment Advisory first reported a position in LIN in Q1 2023 and has held it in 13 quarters since. 2,333 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Cape Investment Advisory held 132 shares of Linde worth $68.5K as of Q2 2026.
  • Linde was a new Cape Investment Advisory position in Q2 2026.
  • Linde made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #412 holding.
  • Cape Investment Advisory first reported a position in Linde in Q1 2023 and has held it in 13 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.