CWMP
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Clarion Wealth Managment Partners’s Linde LIN Stock Holding History

Clarion Wealth Managment Partners’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 		$334K Hold
673
– – 0.3% 65
2025
Q4 		$287K Sell
673
-41
-6% -$17.6K 0.27% 69
2025
Q3 		$339K Sell
714
-25
-3% -$11.8K 0.33% 61
2025
Q2 		$347K Buy
+739
New +$337K 0.38% 58

Other funds holding LIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clarion Wealth Managment Partners's LIN Position: Q1 2026 in Review

Clarion Wealth Managment Partners held its Linde (LIN) position steady in Q1 2026 at 673 shares worth $334K. The position accounts for 0.3% of the portfolio, ranked #65.

Clarion Wealth Managment Partners first reported a position in LIN in Q2 2025 and has held it in 4 quarters since. The position peaked at $347K in Q2 2025. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Clarion Wealth Managment Partners held 673 shares of Linde worth $334K as of Q1 2026.
  • Clarion Wealth Managment Partners left its Linde share count unchanged in Q1 2026.
  • Linde made up 0.3% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #65 holding.
  • Clarion Wealth Managment Partners first reported a position in Linde in Q2 2025 and has held it in 4 quarters since.
  • Clarion Wealth Managment Partners's Linde position peaked at $347K in Q2 2025.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.