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CWS Financial Advisors’s Linde LIN Stock Holding History

CWS Financial 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
Q1 		$1.07M Buy
2,155
+156
+8% +$73.6K 0.27% 53
2025
Q4 		$852K Buy
1,999
+303
+18% +$130K 0.23% 58
2025
Q3 		$806K Buy
1,696
+199
+13% +$94.2K 0.22% 59
2025
Q2 		$702K Buy
1,497
+285
+24% +$130K 0.2% 60
2025
Q1 		$564K Hold
1,212
– – 0.18% 66
2024
Q4 		$507K Buy
1,212
+286
+31% +$130K 0.16% 69
2024
Q3 		$442K Buy
926
+82
+10% +$37.4K 0.16% 73
2024
Q2 		$370K Sell
844
-5
-0.6% -$2.2K 0.15% 76
2024
Q1 		$394K Sell
849
-2,300
-73% -$996K 0.16% 70
2023
Q4 		$1.29M Sell
3,149
-311
-9% -$123K 0.49% 28
2023
Q3 		$1.29M Sell
3,460
-90
-3% -$34.3K 0.52% 26
2023
Q2 		$1.35M Sell
3,550
-79
-2% -$28.9K 0.51% 25
2023
Q1 		$1.29M Sell
3,629
-1,154
-24% -$386K 0.51% 26
2022
Q4 		$1.34M Buy
4,783
+1,049
+28% +$329K 0.58% 19
2022
Q3 		$1.01M Buy
3,734
+3
+0.1% +$862 0.48% 29
2022
Q2 		$1.07M Sell
3,731
-203
-5% -$63.4K 0.49% 29
2022
Q1 		$1.26M Sell
3,934
-1
-0% -$309 0.47% 28
2021
Q4 		$1.36M Buy
+3,935
New +$1.27M 0.48% 28
2021
Q2 		$1.33M Sell
4,593
-190
-4% -$55.4K 0.53% 22
2021
Q1 		$1.34M Sell
4,783
-124
-3% -$32.2K 0.58% 19
2020
Q4 		$1.29M Sell
4,907
-15
-0.3% -$3.68K 0.75% 17
2020
Q3 		$1.17M Sell
4,922
-130
-3% -$31.5K 0.78% 14
2020
Q2 		$1.07M Buy
5,052
+889
+21% +$172K 0.77% 17
2020
Q1 		$886K Hold
4,163
– – 0.66% 18
2019
Q4 		$886K Buy
+4,163
New +$839K 0.65% 18

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

CWS Financial Advisors's LIN Position: Q1 2026 in Review

CWS Financial Advisors increased its Linde (LIN) stake by 7.8% in Q1 2026, buying an estimated $73.6K and bringing the position to 2,155 shares worth $1.07M. The position accounts for 0.27% of the portfolio, ranked #53.

CWS Financial Advisors first reported a position in LIN in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.36M in Q4 2021. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • CWS Financial Advisors held 2,155 shares of Linde worth $1.07M as of Q1 2026.
  • CWS Financial Advisors bought 156 Linde shares in Q1 2026, an estimated $73.6K.
  • Linde made up 0.27% of CWS Financial Advisors's portfolio in Q1 2026, its #53 holding.
  • CWS Financial Advisors first reported a position in Linde in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Linde position peaked at $1.36M in Q4 2021.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.