CWM
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Compass Wealth Management’s Linde LIN Stock Holding History

Compass 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
2025
Q2 		– Sell
-42
Closed -$19.6K – 290
2025
Q1 		$19.6K Hold
42
– – 0.01% 327
2024
Q4 		$17.6K Hold
42
– – ﹤0.01% 327
2024
Q3 		$20K Hold
42
– – ﹤0.01% 326
2024
Q2 		$18.4K Hold
42
– – ﹤0.01% 333
2024
Q1 		$19.5K Hold
42
– – ﹤0.01% 323
2023
Q4 		$15.6K Hold
42
– – ﹤0.01% 326
2023
Q3 		$15.6K Buy
42
+13
+45% +$4.95K ﹤0.01% 332
2023
Q2 		$11.1K Hold
29
– – ﹤0.01% 350
2023
Q1 		$10.2K Hold
29
– – ﹤0.01% 355
2022
Q4 		$9.46K Buy
+29
New +$9.09K ﹤0.01% 356

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Compass Wealth Management's LIN Position: Q2 2025 in Review

Compass Wealth Management sold out of Linde (LIN) in Q2 2025, closing a stake of 42 shares — an estimated $19.6K sold.

Compass Wealth Management first reported a position in LIN in Q4 2022 and held it in 10 quarters. The position peaked at $20K in Q3 2024. 2,101 funds tracked by Wall St. Rank hold LIN as of Q2 2025.

  • Compass Wealth Management reported no remaining Linde position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 42 Linde shares in Q2 2025, an estimated $19.6K.
  • Compass Wealth Management first reported a position in Linde in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Linde position peaked at $20K in Q3 2024.
  • 2,101 funds tracked by Wall St. Rank held Linde as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.