DWM
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Defined Wealth Management’s Linde LIN Stock Holding History

Defined 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 		$271K Buy
523
+23
+5% +$11.6K 0.14% 102
2026
Q1 		$248K Buy
+500
New +$236K 0.15% 102
2021
Q1 		– Sell
-225
Closed -$59K – 152
2020
Q4 		$59K Buy
+225
New +$55.2K 0.06% 126

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

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

Defined Wealth Management increased its Linde (LIN) stake by 4.6% in Q2 2026, buying an estimated $11.6K and bringing the position to 523 shares worth $271K. The position accounts for 0.14% of the portfolio, ranked #102.

Defined Wealth Management first reported a position in LIN in Q4 2020 and has held it in 3 quarters since. 2,341 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Defined Wealth Management held 523 shares of Linde worth $271K as of Q2 2026.
  • Defined Wealth Management bought 23 Linde shares in Q2 2026, an estimated $11.6K.
  • Linde made up 0.14% of Defined Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Defined Wealth Management first reported a position in Linde in Q4 2020 and has held it in 3 quarters since.
  • 2,341 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Defined Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.