HWA
LIN icon

HCR Wealth Advisors’s Linde LIN Stock Holding History

HCR 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
Q2 		$612K Sell
1,180
-154
-12% -$78K 0.05% 145
2026
Q1 		$661K Buy
1,334
+161
+14% +$76K 0.07% 132
2025
Q4 		$500K Buy
1,173
+60
+5% +$25.7K 0.05% 149
2025
Q3 		$523K Hold
1,113
– – 0.05% 139
2025
Q2 		$522K Sell
1,113
-4
-0.4% -$1.83K 0.06% 133
2025
Q1 		$520K Sell
1,117
-5
-0.4% -$2.25K 0.07% 135
2024
Q4 		$470K Buy
1,122
+3
+0.3% +$1.37K 0.06% 142
2024
Q3 		$534K Buy
1,119
+450
+67% +$205K 0.07% 134
2024
Q2 		$294K Hold
669
– – 0.04% 175
2024
Q1 		$311K Buy
+669
New +$290K 0.05% 168

Other funds holding LIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCR Wealth Advisors's LIN Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Linde (LIN) stake by 12% in Q2 2026, selling an estimated $78K and leaving 1,180 shares worth $612K. The position accounts for 0.05% of the portfolio, ranked #145.

HCR Wealth Advisors first reported a position in LIN in Q1 2024 and has held it in 10 quarters since. The position peaked at $661K in Q1 2026. 2,333 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • HCR Wealth Advisors held 1,180 shares of Linde worth $612K as of Q2 2026.
  • HCR Wealth Advisors sold 154 Linde shares in Q2 2026, an estimated $78K.
  • Linde made up 0.05% of HCR Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • HCR Wealth Advisors first reported a position in Linde in Q1 2024 and has held it in 10 quarters since.
  • HCR Wealth Advisors's Linde position peaked at $661K in Q1 2026.
  • 2,333 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.