Forvis Mazars Wealth Advisors’s Linde LIN Stock Holding History

Forvis Mazars 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
2025 Q1	–	Sell	-636	Closed	-$266K	–	413
2024 Q4	$266K	Sell	636 -50	-7%	-$22.8K	0.01%	385
2024 Q3	$327K	Sell	686 -212	-24%	-$96.7K	0.01%	372
2024 Q2	$394K	Buy	898 +190	+27%	+$83.6K	0.01%	322
2024 Q1	$329K	Buy	708 +46	+7%	+$19.9K	0.01%	337
2023 Q4	$272K	Sell	662 -194	-23%	-$76.5K	0.01%	344
2023 Q3	$319K	Buy	856 +14	+2%	+$5.33K	0.01%	322
2023 Q2	$321K	Sell	842 -7	-0.8%	-$2.56K	0.01%	348
2023 Q1	$302K	Buy	849 +3	+0.4%	+$1K	0.01%	333
2022 Q4	$276K	Buy	+846	New	+$265K	0.01%	338
2021 Q1	–	Sell	-1,887	Closed	-$497K	–	324
2020 Q4	$497K	Buy	1,887 +125	+7%	+$30.7K	0.02%	227
2020 Q3	$420K	Buy	1,762 +63	+4%	+$15.3K	0.02%	222
2020 Q2	$360K	Buy	1,699 +303	+22%	+$58.5K	0.02%	229
2020 Q1	$242K	Buy	1,396 +319	+30%	+$63K	0.02%	253
2019 Q4	$229K	Buy	+1,077	New	+$217K	0.02%	267

Other funds holding LIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return