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Concurrent Investment Advisors’s Linde LIN Stock Holding History

Concurrent Investment Advisors’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 		$5.74M Buy
11,587
+388
+3% +$183K 0.06% 331
2025
Q4 		$4.77M Buy
11,199
+1,271
+13% +$544K 0.05% 342
2025
Q3 		$4.72M Sell
9,928
-73
-0.7% -$34.6K 0.08% 254
2025
Q2 		$4.69M Buy
10,001
+1,140
+13% +$520K 0.09% 236
2025
Q1 		$4.13M Buy
8,861
+3,610
+69% +$1.63M 0.1% 222
2024
Q4 		$2.2M Sell
5,251
-331
-6% -$151K 0.06% 302
2024
Q3 		$2.66M Buy
5,582
+957
+21% +$437K 0.08% 244
2024
Q2 		$2.03M Buy
4,625
+2,719
+143% +$1.2M 0.07% 274
2024
Q1 		$885K Sell
1,906
-759
-28% -$329K 0.04% 395
2023
Q4 		$1.09M Buy
+2,665
New +$1.05M 0.05% 322

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

Concurrent Investment Advisors's LIN Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Linde (LIN) stake by 3.5% in Q1 2026, buying an estimated $183K and bringing the position to 11,587 shares worth $5.74M. The position accounts for 0.06% of the portfolio, ranked #331.

Concurrent Investment Advisors first reported a position in LIN in Q4 2023 and has held it in 10 quarters since. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Concurrent Investment Advisors held 11,587 shares of Linde worth $5.74M as of Q1 2026.
  • Concurrent Investment Advisors bought 388 Linde shares in Q1 2026, an estimated $183K.
  • Linde made up 0.06% of Concurrent Investment Advisors's portfolio in Q1 2026, its #331 holding.
  • Concurrent Investment Advisors first reported a position in Linde in Q4 2023 and has held it in 10 quarters since.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.