EWA
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Exencial Wealth Advisors’s Linde LIN Stock Holding History

Exencial 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 		$586K Buy
1,183
+32
+3% +$15.1K 0.02% 371
2025
Q4 		$491K Buy
1,151
+32
+3% +$13.7K 0.02% 395
2025
Q3 		$531K Buy
1,119
+228
+26% +$108K 0.02% 363
2025
Q2 		$418K Buy
891
+61
+7% +$27.8K 0.01% 392
2025
Q1 		$387K Buy
830
+64
+8% +$28.8K 0.01% 395
2024
Q4 		$321K Sell
766
-392
-34% -$179K 0.01% 422
2024
Q3 		$552K Sell
1,158
-445
-28% -$203K 0.02% 341
2024
Q2 		$703K Buy
1,603
+435
+37% +$191K 0.03% 309
2024
Q1 		$542K Sell
1,168
-13
-1% -$5.63K 0.02% 343
2023
Q4 		$485K Buy
1,181
+98
+9% +$38.6K 0.02% 341
2023
Q3 		$403K Buy
1,083
+180
+20% +$68.5K 0.02% 321
2023
Q2 		$344K Sell
903
-291
-24% -$106K 0.02% 345
2023
Q1 		$424K Sell
1,194
-72
-6% -$24.1K 0.02% 304
2022
Q4 		$413K Sell
1,266
-167
-12% -$52.3K 0.02% 319
2022
Q3 		$386K Sell
1,433
-1,865
-57% -$536K 0.02% 312
2022
Q2 		$948K Sell
3,298
-20,151
-86% -$6.29M 0.05% 217
2022
Q1 		$7.49M Sell
23,449
-11,400
-33% -$3.52M 0.38% 89
2021
Q4 		$12.1M Sell
34,849
-11,593
-25% -$3.76M 0.58% 45
2021
Q3 		$13.6M Buy
46,442
+12,643
+37% +$3.84M 0.59% 32
2021
Q2 		$9.77M Buy
33,799
+932
+3% +$272K 0.53% 51
2021
Q1 		$9.21M Buy
32,867
+2,776
+9% +$720K 0.55% 49
2020
Q4 		$7.93M Buy
30,091
+1,127
+4% +$277K 0.54% 55
2020
Q3 		$6.9M Buy
28,964
+1,236
+4% +$300K 0.37% 82
2020
Q2 		$5.88M Buy
27,728
+3,396
+14% +$656K 0.51% 58
2020
Q1 		$4.21M Buy
24,332
+652
+3% +$129K 0.75% 43
2019
Q4 		$5.04M Sell
23,680
-166
-0.7% -$33.5K 0.87% 36
2019
Q3 		$4.62M Sell
23,846
-1,312
-5% -$254K 0.99% 31
2019
Q2 		$5.05M Sell
25,158
-1,045
-4% -$196K 1.18% 20
2019
Q1 		$4.61M Sell
26,203
-561
-2% -$93.2K 1.09% 23
2018
Q4 		$4.18M Buy
+26,764
New +$4.23M 1.12% 26

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

Exencial Wealth Advisors's LIN Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Linde (LIN) stake by 2.8% in Q1 2026, buying an estimated $15.1K and bringing the position to 1,183 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #371.

Exencial Wealth Advisors first reported a position in LIN in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.6M in Q3 2021. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Exencial Wealth Advisors held 1,183 shares of Linde worth $586K as of Q1 2026.
  • Exencial Wealth Advisors bought 32 Linde shares in Q1 2026, an estimated $15.1K.
  • Linde made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #371 holding.
  • Exencial Wealth Advisors first reported a position in Linde in Q4 2018 and has held it in 30 quarters since.
  • Exencial Wealth Advisors's Linde position peaked at $13.6M in Q3 2021.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.