Congress Wealth Management’s Linde LIN Stock Holding History

Congress 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	$20.7M	Buy	44,181 +1,513	+4%	+$691K	0.2%	123
2025 Q1	$19.9M	Buy	42,668 +3,390	+9%	+$1.53M	0.24%	110
2024 Q4	$16.4M	Buy	39,278 +1,198	+3%	+$546K	0.23%	131
2024 Q3	$18.2M	Buy	38,080 +203	+0.5%	+$92.6K	0.24%	115
2024 Q2	$16.6M	Buy	37,877 +575	+2%	+$253K	0.26%	100
2024 Q1	$17.3M	Sell	37,302 -328	-0.9%	-$142K	0.3%	87
2023 Q4	$15.5M	Sell	37,630 -212	-0.6%	-$83.6K	0.28%	93
2023 Q3	$14.1M	Buy	37,842 +2,141	+6%	+$815K	0.29%	83
2023 Q2	$13.6M	Buy	35,701 +458	+1%	+$167K	0.32%	84
2023 Q1	$12.5M	Buy	35,243 +33,817	+2,371%	+$11.3M	0.3%	89
2022 Q4	$465K	Buy	1,426 +46	+3%	+$14.4K	0.01%	415
2022 Q3	$373K	Hold	1,380	–	–	0.01%	436
2022 Q2	$397K	Sell	1,380 -135	-9%	-$42.2K	0.01%	437
2022 Q1	$484K	Sell	1,515 -486	-24%	-$150K	0.01%	447
2021 Q4	$693K	Buy	+2,001	New	+$648K	0.01%	419

Other funds holding LIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Congress Wealth Management increased its Linde (LIN) stake by 3.5% in Q2 2025, buying an estimated $691K and bringing the position to 44,181 shares worth $20.7M. The position accounts for 0.2% of the portfolio, ranked #123.

Congress Wealth Management first reported a position in LIN in Q4 2021 and has held it in 15 quarters since. 2,100 funds tracked by Wall St. Rank hold LIN as of Q2 2025.

Congress Wealth Management held 44,181 shares of Linde worth $20.7M as of Q2 2025.
Congress Wealth Management bought 1,513 Linde shares in Q2 2025, an estimated $691K.
Linde made up 0.2% of Congress Wealth Management's portfolio in Q2 2025, its #123 holding.
Congress Wealth Management first reported a position in Linde in Q4 2021 and has held it in 15 quarters since.
2,100 funds tracked by Wall St. Rank held Linde as of Q2 2025.

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