DWM
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Diversify Wealth Management’s Linde LIN Stock Holding History

Diversify 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 		$2.99M Buy
5,915
+3,471
+142% +$1.64M 0.05% 272
2025
Q4 		$1.08M Sell
2,444
-649
-21% -$278K 0.05% 305
2025
Q3 		$1.27M Buy
3,093
+114
+4% +$54K 0.07% 243
2025
Q2 		$1.41M Buy
2,979
+382
+15% +$174K 0.09% 222
2025
Q1 		$1.17M Buy
2,597
+349
+16% +$157K 0.09% 223
2024
Q4 		$931K Buy
2,248
+416
+23% +$190K 0.07% 231
2024
Q3 		$875K Buy
1,832
+63
+4% +$28.7K 0.08% 214
2024
Q2 		$784K Buy
+1,769
New +$778K 0.1% 195

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

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

Diversify Wealth Management increased its Linde (LIN) stake by 142% in Q1 2026, buying an estimated $1.64M and bringing the position to 5,915 shares worth $2.99M. The position accounts for 0.05% of the portfolio, ranked #272.

Diversify Wealth Management first reported a position in LIN in Q2 2024 and has held it in 8 quarters since. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Diversify Wealth Management held 5,915 shares of Linde worth $2.99M as of Q1 2026.
  • Diversify Wealth Management bought 3,471 Linde shares in Q1 2026, an estimated $1.64M.
  • Linde made up 0.05% of Diversify Wealth Management's portfolio in Q1 2026, its #272 holding.
  • Diversify Wealth Management first reported a position in Linde in Q2 2024 and has held it in 8 quarters since.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.