CAG
LIN icon

Crestwood Advisors Group’s Linde LIN Stock Holding History

Crestwood Advisors Group’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 		$2.59M Buy
4,999
+573
+13% +$290K 0.04% 217
2026
Q1 		$2.19M Buy
4,426
+1,388
+46% +$655K 0.04% 219
2025
Q4 		$1.3M Sell
3,038
-112
-4% -$48K 0.02% 254
2025
Q3 		$1.5M Buy
3,150
+589
+23% +$279K 0.03% 243
2025
Q2 		$1.2M Sell
2,561
-46
-2% -$21K 0.02% 261
2025
Q1 		$1.21M Buy
2,607
+884
+51% +$398K 0.02% 254
2024
Q4 		$722K Sell
1,723
-56
-3% -$25.5K 0.01% 269
2024
Q3 		$848K Buy
1,779
+311
+21% +$142K 0.02% 243
2024
Q2 		$644K Buy
1,468
+366
+33% +$161K 0.01% 255
2024
Q1 		$512K Buy
1,102
+162
+17% +$70.1K 0.01% 276
2023
Q4 		$386K Buy
940
+88
+10% +$34.7K 0.01% 295
2023
Q3 		$317K Buy
+852
New +$324K 0.01% 291
2023
Q1 		– Sell
-882
Closed -$288K – 266
2022
Q4 		$288K Buy
+882
New +$276K 0.01% 231

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

Crestwood Advisors Group's LIN Position: Q2 2026 in Review

Crestwood Advisors Group increased its Linde (LIN) stake by 13% in Q2 2026, buying an estimated $290K and bringing the position to 4,999 shares worth $2.59M. The position accounts for 0.04% of the portfolio, ranked #217.

Crestwood Advisors Group first reported a position in LIN in Q4 2022 and has held it in 13 quarters since. 2,345 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Crestwood Advisors Group held 4,999 shares of Linde worth $2.59M as of Q2 2026.
  • Crestwood Advisors Group bought 573 Linde shares in Q2 2026, an estimated $290K.
  • Linde made up 0.04% of Crestwood Advisors Group's portfolio in Q2 2026, its #217 holding.
  • Crestwood Advisors Group first reported a position in Linde in Q4 2022 and has held it in 13 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.