HFO
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Heritage Family Offices’s Linde LIN Stock Holding History

Heritage Family Offices’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 		– Sell
-481
Closed -$238K – 246
2026
Q1 		$238K Buy
+481
New +$227K 0.11% 169

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 $3.38T AUM 44.17% 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

Heritage Family Offices's LIN Position: Q2 2026 in Review

Heritage Family Offices sold out of Linde (LIN) in Q2 2026, closing a stake of 481 shares — an estimated $238K sold.

Heritage Family Offices first reported a position in LIN in Q1 2026 and held it in 1 quarter. The position peaked at $238K in Q1 2026. 2,350 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Heritage Family Offices reported no remaining Linde position as of Q2 2026 after selling out during the quarter.
  • Heritage Family Offices sold 481 Linde shares in Q2 2026, an estimated $238K.
  • Heritage Family Offices first reported a position in Linde in Q1 2026 and held it in 1 quarter.
  • Heritage Family Offices's Linde position peaked at $238K in Q1 2026.
  • 2,350 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.