Heartwood Wealth Advisors’s Linde LIN Stock Holding History

Heartwood 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 Q4	–	Sell	-7	Closed	-$3.33K	–	424
2025 Q3	$3.33K	Buy	+7	New	+$3.31K	﹤0.01%	455

Other funds holding LIN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's LIN Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Linde (LIN) in Q4 2025, closing a stake of 7 shares — an estimated $3.33K sold.

Heartwood Wealth Advisors first reported a position in LIN in Q3 2025 and held it in 1 quarter. The position peaked at $3.33K in Q3 2025. 2,134 funds tracked by Wall St. Rank hold LIN as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Linde position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 7 Linde shares in Q4 2025, an estimated $3.33K.
Heartwood Wealth Advisors first reported a position in Linde in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Linde position peaked at $3.33K in Q3 2025.
2,134 funds tracked by Wall St. Rank held Linde as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.