Heritage Wealth Advisors’s Linde LIN Stock Holding History

Heritage 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 Q1	$40.7K	Buy	82 +70	+583%	+$33K	﹤0.01%	357
2025 Q4	$5.12K	Hold	12	–	–	﹤0.01%	492
2025 Q3	$5.7K	Hold	12	–	–	﹤0.01%	465
2025 Q2	$5.63K	Hold	12	–	–	﹤0.01%	458
2025 Q1	$5.59K	Sell	12 -17	-59%	-$7.65K	﹤0.01%	452
2024 Q4	$12.1K	Sell	29 -4	-12%	-$1.82K	﹤0.01%	428
2024 Q3	$15.7K	Buy	+33	New	+$15.1K	﹤0.01%	415
2022 Q4	–	Sell	-100	Closed	-$27K	–	572
2022 Q3	$27K	Hold	100	–	–	﹤0.01%	351
2022 Q2	$29K	Sell	100 -200	-67%	-$62.5K	﹤0.01%	378
2022 Q1	$96K	Hold	300	–	–	0.01%	255
2021 Q4	$104K	Buy	300 +200	+200%	+$64.8K	0.01%	265
2021 Q3	$29.3K	Hold	100	–	–	﹤0.01%	371
2021 Q2	$28.9K	Hold	100	–	–	﹤0.01%	378
2021 Q1	$28K	Buy	+100	New	+$25.9K	﹤0.01%	392
2020 Q1	–	Sell	-12	Closed	-$2.56K	–	522
2019 Q4	$2.56K	Buy	+12	New	+$2.42K	﹤0.01%	515
2019 Q2	–	Sell	-4	Closed	-$704	–	471
2019 Q1	$704	Sell	4 -13	-76%	-$2.16K	﹤0.01%	430
2018 Q4	$2K	Buy	+17	New	+$2.69K	﹤0.01%	362

Other funds holding LIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's LIN Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Linde (LIN) stake by 583% in Q1 2026, buying an estimated $33K and bringing the position to 82 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Heritage Wealth Advisors first reported a position in LIN in Q4 2018 and has held it in 17 quarters since. The position peaked at $104K in Q4 2021. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

Heritage Wealth Advisors held 82 shares of Linde worth $40.7K as of Q1 2026.
Heritage Wealth Advisors bought 70 Linde shares in Q1 2026, an estimated $33K.
Linde made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #357 holding.
Heritage Wealth Advisors first reported a position in Linde in Q4 2018 and has held it in 17 quarters since.
Heritage Wealth Advisors's Linde position peaked at $104K in Q4 2021.
2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.