Heritage Trust
LIN icon

Heritage Trust’s Linde LIN Stock Holding History

Heritage Trust’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
Q3 		$419K Buy
883
+77
+10% +$37.8K 0.04% 242
2026
Q2 		$418K Buy
806
+22
+3% +$11.1K 0.04% 244
2026
Q1 		$389K Hold
784
– – 0.04% 243
2025
Q4 		$334K Sell
784
-359
-31% -$154K 0.03% 259
2025
Q3 		$543K Buy
1,143
+21
+2% +$9.9K 0.06% 203
2025
Q2 		$526K Hold
1,122
– – 0.06% 201
2025
Q1 		$522K Hold
1,122
– – 0.06% 201
2024
Q4 		$470K Buy
+1,122
New +$511K 0.06% 207
2024
Q2 		$492K Buy
1,122
+85
+8% +$37.4K 0.06% 187
2024
Q1 		$481K Sell
1,037
-59
-5% -$25.5K 0.06% 190
2023
Q4 		$450K Sell
1,096
-17
-2% -$6.7K 0.06% 200
2023
Q3 		$414K Sell
1,113
-38
-3% -$14.5K 0.06% 193
2023
Q2 		$439K Buy
1,151
+213
+23% +$77.8K 0.06% 195
2023
Q1 		$333K Sell
938
-201
-18% -$67.3K 0.05% 197
2022
Q4 		$372K Buy
+1,139
New +$357K 0.06% 194
2019
Q2 		– Sell
-1,291
Closed -$227K – 184
2019
Q1 		$227K Buy
1,291
+1,090
+542% +$181K 0.05% 167
2018
Q4 		$31K Buy
+201
New +$31.8K 0.01% 231

Other funds holding LIN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Heritage Trust's LIN Position: Q3 2026 in Review

Heritage Trust increased its Linde (LIN) stake by 9.6% in Q3 2026, buying an estimated $37.8K and bringing the position to 883 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #242.

Heritage Trust first reported a position in LIN in Q4 2018 and has held it in 17 quarters since. The position peaked at $543K in Q3 2025. 2,042 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Heritage Trust held 883 shares of Linde worth $419K as of Q3 2026.
  • Heritage Trust bought 77 Linde shares in Q3 2026, an estimated $37.8K.
  • Linde made up 0.04% of Heritage Trust's portfolio in Q3 2026, its #242 holding.
  • Heritage Trust first reported a position in Linde in Q4 2018 and has held it in 17 quarters since.
  • Heritage Trust's Linde position peaked at $543K in Q3 2025.
  • 2,042 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Heritage Trust's 13F filing for Q3 2026, filed 9 Nov 2026.