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Consilium Wealth Advisory’s Linde LIN Stock Holding History

Consilium Wealth Advisory’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 		$1.43M Buy
2,889
+1,397
+94% +$659K 0.49% 39
2025
Q4 		$636K Buy
1,492
+107
+8% +$45.8K 0.23% 61
2025
Q3 		$658K Buy
1,385
+50
+4% +$23.7K 0.25% 61
2025
Q2 		$626K Buy
1,335
+15
+1% +$6.85K 0.26% 61
2025
Q1 		$615K Sell
1,320
-22
-2% -$9.9K 0.31% 53
2024
Q4 		$562K Sell
1,342
-912
-40% -$416K 0.27% 56
2024
Q3 		$1.08M Buy
2,254
+52
+2% +$23.7K 0.59% 35
2024
Q2 		$966K Buy
2,202
+396
+22% +$174K 0.53% 37
2024
Q1 		$839K Buy
1,806
+212
+13% +$91.8K 0.47% 42
2023
Q4 		$655K Buy
1,594
+851
+115% +$336K 0.39% 46
2023
Q3 		$277K Buy
743
+32
+5% +$12.2K 0.19% 70
2023
Q2 		$271K Buy
+711
New +$260K 0.19% 71

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

Consilium Wealth Advisory's LIN Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Linde (LIN) stake by 94% in Q1 2026, buying an estimated $659K and bringing the position to 2,889 shares worth $1.43M. The position accounts for 0.49% of the portfolio, ranked #39.

Consilium Wealth Advisory first reported a position in LIN in Q2 2023 and has held it in 12 quarters since. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Consilium Wealth Advisory held 2,889 shares of Linde worth $1.43M as of Q1 2026.
  • Consilium Wealth Advisory bought 1,397 Linde shares in Q1 2026, an estimated $659K.
  • Linde made up 0.49% of Consilium Wealth Advisory's portfolio in Q1 2026, its #39 holding.
  • Consilium Wealth Advisory first reported a position in Linde in Q2 2023 and has held it in 12 quarters since.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.