CWS
LIN icon

Confluence Wealth Services’s Linde LIN Stock Holding History

Confluence Wealth Services’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 		$2.77M Buy
5,329
+2,188
+70% +$1.11M 0.08% 110
2026
Q1 		$1.56M Buy
3,141
+298
+10% +$141K 0.06% 144
2025
Q4 		$1.21M Buy
2,843
+113
+4% +$48.4K 0.05% 163
2025
Q3 		$1.3M Sell
2,730
-13
-0.5% -$6.15K 0.06% 149
2025
Q2 		$1.29M Buy
2,743
+11
+0.4% +$5.02K 0.07% 144
2025
Q1 		$1.22M Buy
2,732
+1,194
+78% +$538K 0.08% 129
2024
Q4 		$678K Sell
1,538
-394
-20% -$180K 0.04% 193
2024
Q3 		$921K Sell
1,932
-717
-27% -$327K 0.07% 153
2024
Q2 		$1.16M Buy
2,649
+488
+23% +$215K 0.09% 131
2024
Q1 		$1M Buy
2,161
+197
+10% +$85.3K 0.09% 127
2023
Q4 		$807K Buy
1,964
+166
+9% +$65.5K 0.09% 139
2023
Q3 		$669K Buy
1,798
+113
+7% +$43K 0.13% 122
2023
Q2 		$642K Buy
1,685
+9
+0.5% +$3.29K 0.14% 124
2023
Q1 		$596K Buy
1,676
+15
+0.9% +$5.02K 0.14% 130
2022
Q4 		$542K Buy
1,661
+14
+0.9% +$4.39K 0.14% 128
2022
Q3 		$444K Sell
1,647
-12
-0.7% -$3.45K 0.19% 138
2022
Q2 		$507K Buy
1,659
+8
+0.5% +$2.5K 0.22% 148
2022
Q1 		$527K Buy
+1,651
New +$510K 0.19% 137

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

Confluence Wealth Services's LIN Position: Q2 2026 in Review

Confluence Wealth Services increased its Linde (LIN) stake by 70% in Q2 2026, buying an estimated $1.11M and bringing the position to 5,329 shares worth $2.77M. The position accounts for 0.08% of the portfolio, ranked #110.

Confluence Wealth Services first reported a position in LIN in Q1 2022 and has held it in 18 quarters since. 2,333 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Confluence Wealth Services held 5,329 shares of Linde worth $2.77M as of Q2 2026.
  • Confluence Wealth Services bought 2,188 Linde shares in Q2 2026, an estimated $1.11M.
  • Linde made up 0.08% of Confluence Wealth Services's portfolio in Q2 2026, its #110 holding.
  • Confluence Wealth Services first reported a position in Linde in Q1 2022 and has held it in 18 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.