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EP Wealth Advisors’s Linde LIN Stock Holding History

EP Wealth 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
Q2 		$3.92M Buy
7,553
+429
+6% +$217K 0.02% 433
2026
Q1 		$3.53M Sell
7,124
-152
-2% -$71.7K 0.02% 366
2025
Q4 		$3.1M Buy
+7,276
New +$3.12M 0.02% 358
2025
Q2 		$5.27M Buy
11,231
+4,207
+60% +$1.92M 0.03% 256
2025
Q1 		$3.27M Buy
7,024
+1,014
+17% +$457K 0.03% 279
2024
Q4 		$2.52M Sell
6,010
-470
-7% -$214K 0.02% 324
2024
Q3 		$3.09M Buy
6,480
+4,017
+163% +$1.83M 0.03% 281
2024
Q2 		$1.08M Buy
2,463
+124
+5% +$54.6K 0.01% 376
2024
Q1 		$1.09M Sell
2,339
-67
-3% -$29K 0.01% 366
2023
Q4 		$988K Sell
2,406
-26
-1% -$10.3K 0.01% 362
2023
Q3 		$905K Buy
+2,432
New +$926K 0.01% 352
2023
Q1 		– Sell
-2,143
Closed -$699K – 678
2022
Q4 		$699K Buy
+2,143
New +$672K 0.01% 332
2022
Q3 		– Sell
-2,452
Closed -$705K – 499
2022
Q2 		$705K Sell
2,452
-552
-18% -$172K 0.02% 315
2022
Q1 		$960K Buy
3,004
+323
+12% +$99.9K 0.02% 278
2021
Q4 		$929K Buy
2,681
+1,434
+115% +$465K 0.02% 267
2021
Q3 		$366K Buy
1,247
+529
+74% +$161K 0.01% 390
2021
Q2 		$208K Buy
+718
New +$209K 0.01% 508

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

EP Wealth Advisors's LIN Position: Q2 2026 in Review

EP Wealth Advisors increased its Linde (LIN) stake by 6% in Q2 2026, buying an estimated $217K and bringing the position to 7,553 shares worth $3.92M. The position accounts for 0.02% of the portfolio, ranked #433.

EP Wealth Advisors first reported a position in LIN in Q2 2021 and has held it in 17 quarters since. The position peaked at $5.27M in Q2 2025. 2,341 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • EP Wealth Advisors held 7,553 shares of Linde worth $3.92M as of Q2 2026.
  • EP Wealth Advisors bought 429 Linde shares in Q2 2026, an estimated $217K.
  • Linde made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #433 holding.
  • EP Wealth Advisors first reported a position in Linde in Q2 2021 and has held it in 17 quarters since.
  • EP Wealth Advisors's Linde position peaked at $5.27M in Q2 2025.
  • 2,341 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.