EFS
LIN icon

Essex Financial Services’s Linde LIN Stock Holding History

Essex Financial Services’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 		$1.89M Sell
3,816
-70
-2% -$33K 0.11% 180
2025
Q4 		$1.66M Sell
3,886
-130
-3% -$55.7K 0.09% 191
2025
Q3 		$1.91M Buy
4,016
+753
+23% +$356K 0.11% 168
2025
Q2 		$1.53M Sell
3,263
-39
-1% -$17.8K 0.1% 185
2025
Q1 		$1.54M Buy
3,302
+89
+3% +$40.1K 0.11% 171
2024
Q4 		$1.35M Buy
3,213
+9
+0.3% +$4.1K 0.1% 186
2024
Q3 		$1.54M Sell
3,204
-173
-5% -$78.9K 0.11% 173
2024
Q2 		$1.51M Buy
3,377
+464
+16% +$204K 0.11% 174
2024
Q1 		$1.35M Buy
2,913
+152
+6% +$65.8K 0.12% 167
2023
Q4 		$1.13M Buy
2,761
+83
+3% +$32.7K 0.12% 171
2023
Q3 		$997K Buy
2,678
+73
+3% +$27.8K 0.12% 176
2023
Q2 		$993K Sell
2,605
-19
-0.7% -$6.94K 0.11% 174
2023
Q1 		$931K Buy
2,624
+806
+44% +$270K 0.1% 190
2022
Q4 		$592K Sell
1,818
-15
-0.8% -$4.7K 0.06% 248
2022
Q3 		$494K Buy
1,833
+10
+0.5% +$2.87K 0.06% 256
2022
Q2 		$524K Sell
1,823
-161
-8% -$50.3K 0.06% 265
2022
Q1 		$634K Sell
1,984
-769
-28% -$238K 0.06% 255
2021
Q4 		$954K Sell
2,753
-1,368
-33% -$443K 0.09% 203
2021
Q3 		$1.21M Buy
4,121
+2,566
+165% +$780K 0.14% 160
2021
Q2 		$436K Hold
1,555
– – 0.06% 258
2021
Q1 		$436K Buy
1,555
+162
+12% +$42K 0.08% 212
2020
Q4 		$367K Buy
1,393
+275
+25% +$67.5K 0.07% 222
2020
Q3 		$266K Buy
+1,118
New +$271K 0.07% 228
2019
Q1 		– Sell
-1,831
Closed -$286K – 248
2018
Q4 		$286K Buy
+1,831
New +$289K 0.09% 181

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

Essex Financial Services's LIN Position: Q1 2026 in Review

Essex Financial Services reduced its Linde (LIN) stake by 1.8% in Q1 2026, selling an estimated $33K and leaving 3,816 shares worth $1.89M. The position accounts for 0.11% of the portfolio, ranked #180.

Essex Financial Services first reported a position in LIN in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.91M in Q3 2025. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Essex Financial Services held 3,816 shares of Linde worth $1.89M as of Q1 2026.
  • Essex Financial Services sold 70 Linde shares in Q1 2026, an estimated $33K.
  • Linde made up 0.11% of Essex Financial Services's portfolio in Q1 2026, its #180 holding.
  • Essex Financial Services first reported a position in Linde in Q4 2018 and has held it in 24 quarters since.
  • Essex Financial Services's Linde position peaked at $1.91M in Q3 2025.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.