Great Lakes Retirement’s Linde LIN Stock Holding History

Great Lakes Retirement’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 Q4	–	Sell	-591	Closed	-$281K	–	225
2025 Q3	$281K	Sell	591 -60	-9%	-$28.4K	0.03%	188
2025 Q2	$306K	Sell	651 -15,234	-96%	-$6.95M	0.04%	188
2025 Q1	$7.4M	Buy	15,885 +651	+4%	+$293K	0.97%	31
2024 Q4	$6.38M	Sell	15,234 -185	-1%	-$84.3K	0.82%	32
2024 Q3	$7.35M	Buy	15,419 +533	+4%	+$243K	0.94%	31
2024 Q2	$6.53M	Buy	14,886 +832	+6%	+$366K	0.9%	32
2024 Q1	$6.53M	Buy	14,054 +489	+4%	+$212K	0.97%	30
2023 Q4	$5.57M	Buy	13,565 +694	+5%	+$274K	0.92%	30
2023 Q3	$4.79M	Buy	12,871 +520	+4%	+$198K	0.86%	30
2023 Q2	$4.71M	Buy	12,351 +289	+2%	+$106K	0.83%	29
2023 Q1	$4.29M	Sell	12,062 -12,761	-51%	-$4.27M	0.81%	27
2022 Q4	$8.1M	Buy	+24,823	New	+$7.78M	2.07%	11

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

Geode Capital Management

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

Fidelity Investments

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

Capital Research Global Investors

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

T. Rowe Price Associates

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

JP Morgan Chase

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

Norges Bank Oslo, Norway $935B AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return