CWP
LIN icon

Concord Wealth Partners’s Linde LIN Stock Holding History

Concord Wealth 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
Q2 		$1.19M Buy
2,300
+89
+4% +$45.1K 0.14% 119
2026
Q1 		$1.1M Buy
2,211
+1,167
+112% +$551K 0.14% 124
2025
Q4 		$445K Buy
1,044
+45
+5% +$19.3K 0.06% 150
2025
Q3 		$474K Buy
999
+60
+6% +$28.4K 0.07% 153
2025
Q2 		$440K Buy
939
+73
+8% +$33.3K 0.06% 155
2025
Q1 		$403K Sell
866
-3,859
-82% -$1.74M 0.07% 155
2024
Q4 		$1.98M Buy
4,725
+196
+4% +$89.3K 0.32% 69
2024
Q3 		$2.16M Buy
4,529
+291
+7% +$133K 0.36% 63
2024
Q2 		$1.86M Buy
4,238
+437
+11% +$192K 0.33% 67
2024
Q1 		$1.77M Buy
3,801
+812
+27% +$352K 0.32% 73
2023
Q4 		$1.23M Buy
2,989
+1,032
+53% +$407K 0.25% 81
2023
Q3 		$729K Buy
1,957
+1,074
+122% +$409K 0.15% 94
2023
Q2 		$336K Buy
883
+416
+89% +$152K 0.07% 139
2023
Q1 		$166K Buy
467
+173
+59% +$57.9K 0.05% 188
2022
Q4 		$95.8K Buy
+294
New +$92.2K 0.03% 262
2022
Q3 		– Sell
-478
Closed -$137K – 699
2022
Q2 		$137K Hold
478
– – 0.04% 216
2022
Q1 		$153K Buy
478
+121
+34% +$37.4K 0.04% 225
2021
Q4 		$124K Buy
357
+325
+1,016% +$105K 0.03% 281
2021
Q3 		$9K Sell
32
-94
-75% -$28.6K ﹤0.01% 484
2021
Q2 		$36K Buy
126
+89
+241% +$25.9K 0.01% 397
2021
Q1 		$10K Buy
+37
New +$9.6K ﹤0.01% 586

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

Concord Wealth Partners's LIN Position: Q2 2026 in Review

Concord Wealth Partners increased its Linde (LIN) stake by 4% in Q2 2026, buying an estimated $45.1K and bringing the position to 2,300 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #119.

Concord Wealth Partners first reported a position in LIN in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.16M in Q3 2024. 2,340 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Concord Wealth Partners held 2,300 shares of Linde worth $1.19M as of Q2 2026.
  • Concord Wealth Partners bought 89 Linde shares in Q2 2026, an estimated $45.1K.
  • Linde made up 0.14% of Concord Wealth Partners's portfolio in Q2 2026, its #119 holding.
  • Concord Wealth Partners first reported a position in Linde in Q1 2021 and has held it in 21 quarters since.
  • Concord Wealth Partners's Linde position peaked at $2.16M in Q3 2024.
  • 2,340 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.