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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return