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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return