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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassaday & Co Wealth Management's LIN Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Linde (LIN) stake by 8.7% in Q1 2026, selling an estimated $36.8K and leaving 817 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #242.

Cassaday & Co Wealth Management first reported a position in LIN in Q4 2022 and has held it in 14 quarters since. The position peaked at $425K in Q3 2025. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

Cassaday & Co Wealth Management held 817 shares of Linde worth $405K as of Q1 2026.
Cassaday & Co Wealth Management sold 78 Linde shares in Q1 2026, an estimated $36.8K.
Linde made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #242 holding.
Cassaday & Co Wealth Management first reported a position in Linde in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's Linde position peaked at $425K in Q3 2025.
2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.