CCWM
LIN icon

Cassaday & Co Wealth Management’s Linde LIN Stock Holding History

Cassaday & Co 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 		$418K Sell
806
-11
-1% -$5.57K 0.01% 253
2026
Q1 		$405K Sell
817
-78
-9% -$36.8K 0.01% 242
2025
Q4 		$382K Hold
895
– – 0.01% 254
2025
Q3 		$425K Buy
895
+7
+0.8% +$3.31K 0.01% 233
2025
Q2 		$417K Buy
888
+26
+3% +$11.9K 0.01% 227
2025
Q1 		$401K Sell
862
-23
-3% -$10.4K 0.01% 220
2024
Q4 		$371K Buy
885
+13
+1% +$5.92K 0.01% 222
2024
Q3 		$416K Sell
872
-6
-0.7% -$2.74K 0.01% 203
2024
Q2 		$385K Buy
878
+19
+2% +$8.36K 0.01% 202
2024
Q1 		$399K Buy
859
+58
+7% +$25.1K 0.01% 191
2023
Q4 		$298K Buy
801
+15
+2% +$5.92K 0.01% 203
2023
Q3 		$293K Hold
786
– – 0.01% 194
2023
Q2 		$300K Hold
786
– – 0.01% 198
2023
Q1 		$277K Buy
786
+6
+0.8% +$2.01K 0.01% 212
2022
Q4 		$254K Buy
+780
New +$244K 0.01% 212

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

Cassaday & Co Wealth Management's LIN Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Linde (LIN) stake by 1.3% in Q2 2026, selling an estimated $5.57K and leaving 806 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #253.

Cassaday & Co Wealth Management first reported a position in LIN in Q4 2022 and has held it in 15 quarters since. The position peaked at $425K in Q3 2025. 2,341 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Cassaday & Co Wealth Management held 806 shares of Linde worth $418K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 11 Linde shares in Q2 2026, an estimated $5.57K.
  • Linde made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #253 holding.
  • Cassaday & Co Wealth Management first reported a position in Linde in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's Linde position peaked at $425K in Q3 2025.
  • 2,341 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.