HCM
LIN icon

Helios Capital Management’s Linde LIN Stock Holding History

Helios Capital Management’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
Q1 		– Sell
-3,750
Closed -$1.6M – 31
2025
Q4 		$1.6M Hold
3,750
– – 1.1% 21
2025
Q3 		$1.78M Hold
3,750
– – 1.21% 22
2025
Q2 		$1.76M Buy
3,750
+1,250
+50% +$571K 1.35% 19
2025
Q1 		$1.16M Hold
2,500
– – 2.04% 10
2024
Q4 		$1.05M Buy
2,500
+1,150
+85% +$524K 0.61% 30
2024
Q3 		$644K Hold
1,350
– – 0.4% 41
2024
Q2 		$592K Hold
1,350
– – 0.39% 40
2024
Q1 		$627K Hold
1,350
– – 0.44% 38
2023
Q4 		$553K Buy
+1,350
New +$532K 0.44% 42

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

Helios Capital Management's LIN Position: Q1 2026 in Review

Helios Capital Management sold out of Linde (LIN) in Q1 2026, closing a stake of 3,750 shares — an estimated $1.6M sold.

Helios Capital Management first reported a position in LIN in Q4 2023 and held it in 9 quarters. The position peaked at $1.78M in Q3 2025. 2,281 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Helios Capital Management reported no remaining Linde position as of Q1 2026 after selling out during the quarter.
  • Helios Capital Management sold 3,750 Linde shares in Q1 2026, an estimated $1.6M.
  • Helios Capital Management first reported a position in Linde in Q4 2023 and held it in 9 quarters.
  • Helios Capital Management's Linde position peaked at $1.78M in Q3 2025.
  • 2,281 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Helios Capital Management's 13F filing for Q1 2026, filed 5 May 2026.