CWM
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Copia Wealth Management’s Linde LIN Stock Holding History

Copia 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
Q2 		$10.4K Hold
20
– – 0.01% 337
2026
Q1 		$9.96K Hold
20
– – 0.01% 321
2025
Q4 		$8.53K Hold
20
– – 0.01% 335
2025
Q3 		$9.5K Hold
20
– – 0.01% 316
2025
Q2 		$9.38K Hold
20
– – 0.01% 292
2025
Q1 		$9.31K Hold
20
– – 0.01% 283
2024
Q4 		$8.37K Buy
+20
New +$9.11K 0.01% 275

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

Copia Wealth Management's LIN Position: Q2 2026 in Review

Copia Wealth Management held its Linde (LIN) position steady in Q2 2026 at 20 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #337.

Copia Wealth Management first reported a position in LIN in Q4 2024 and has held it in 7 quarters since. 2,345 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Copia Wealth Management held 20 shares of Linde worth $10.4K as of Q2 2026.
  • Copia Wealth Management left its Linde share count unchanged in Q2 2026.
  • Linde made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #337 holding.
  • Copia Wealth Management first reported a position in Linde in Q4 2024 and has held it in 7 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.