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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Forvis Mazars Wealth Advisors's LIN Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of Linde (LIN) in Q1 2025, closing a stake of 636 shares — an estimated $266K sold.

Forvis Mazars Wealth Advisors first reported a position in LIN in Q4 2019 and held it in 14 quarters. The position peaked at $497K in Q4 2020. 2,066 funds tracked by Wall St. Rank hold LIN as of Q1 2025.

  • Forvis Mazars Wealth Advisors reported no remaining Linde position as of Q1 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 636 Linde shares in Q1 2025, an estimated $266K.
  • Forvis Mazars Wealth Advisors first reported a position in Linde in Q4 2019 and held it in 14 quarters.
  • Forvis Mazars Wealth Advisors's Linde position peaked at $497K in Q4 2020.
  • 2,066 funds tracked by Wall St. Rank held Linde as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.