CWM
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Consultiva Wealth Management’s Linde LIN Stock Holding History

Consultiva 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
2026
Q1 		$59.5K Hold
120
– – 0.17% 85
2025
Q4 		$51.2K Hold
120
– – 0.14% 95
2025
Q3 		$57K Hold
120
– – 0.16% 92
2025
Q2 		$56.3K Hold
120
– – 0.17% 89
2025
Q1 		$55.9K Hold
120
– – 0.19% 85
2024
Q4 		$50.2K Buy
+120
New +$54.7K 0.25% 56

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

Consultiva Wealth Management's LIN Position: Q1 2026 in Review

Consultiva Wealth Management held its Linde (LIN) position steady in Q1 2026 at 120 shares worth $59.5K. The position accounts for 0.17% of the portfolio, ranked #85.

Consultiva Wealth Management first reported a position in LIN in Q4 2024 and has held it in 6 quarters since. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Consultiva Wealth Management held 120 shares of Linde worth $59.5K as of Q1 2026.
  • Consultiva Wealth Management left its Linde share count unchanged in Q1 2026.
  • Linde made up 0.17% of Consultiva Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Consultiva Wealth Management first reported a position in Linde in Q4 2024 and has held it in 6 quarters since.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.