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Consilio Wealth Advisors’s Linde LIN Stock Holding History

Consilio Wealth 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
Q2 		$257K Sell
495
-15
-3% -$7.6K 0.06% 91
2026
Q1 		$253K Buy
+510
New +$241K 0.07% 84
2025
Q4 		– Sell
-534
Closed -$254K – 99
2025
Q3 		$254K Buy
534
+11
+2% +$5.21K 0.08% 76
2025
Q2 		$243K Buy
523
+42
+9% +$19.2K 0.09% 70
2025
Q1 		$224K Buy
+481
New +$217K 0.09% 65
2024
Q4 		– Sell
-487
Closed -$232K – 75
2024
Q3 		$232K Buy
+487
New +$222K 0.1% 61

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

Consilio Wealth Advisors's LIN Position: Q2 2026 in Review

Consilio Wealth Advisors reduced its Linde (LIN) stake by 2.9% in Q2 2026, selling an estimated $7.6K and leaving 495 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #91.

Consilio Wealth Advisors first reported a position in LIN in Q3 2024 and has held it in 6 quarters since. 2,333 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Consilio Wealth Advisors held 495 shares of Linde worth $257K as of Q2 2026.
  • Consilio Wealth Advisors sold 15 Linde shares in Q2 2026, an estimated $7.6K.
  • Linde made up 0.06% of Consilio Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • Consilio Wealth Advisors first reported a position in Linde in Q3 2024 and has held it in 6 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.