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Heritage Wealth Management (Ohio)’s Linde LIN Stock Holding History

Heritage Wealth Management (Ohio)’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 		$372K Hold
751
– – 0.18% 112
2025
Q4 		$320K Hold
751
– – 0.09% 196
2025
Q3 		$357K Hold
751
– – 0.1% 176
2025
Q2 		$352K Sell
751
-165
-18% -$75.3K 0.11% 171
2025
Q1 		$427K Hold
916
– – 0.15% 153
2024
Q4 		$384K Hold
916
– – 0.13% 161
2024
Q3 		$437K Sell
916
-165
-15% -$75.3K 0.14% 150
2024
Q2 		$471K Buy
+1,081
New +$476K 0.16% 136

Other funds holding LIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s LIN Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its Linde (LIN) position steady in Q1 2026 at 751 shares worth $372K. The position accounts for 0.18% of the portfolio, ranked #112.

Heritage Wealth Management (Ohio) first reported a position in LIN in Q2 2024 and has held it in 8 quarters since. The position peaked at $471K in Q2 2024. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 751 shares of Linde worth $372K as of Q1 2026.
  • Heritage Wealth Management (Ohio) left its Linde share count unchanged in Q1 2026.
  • Linde made up 0.18% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #112 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Linde in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s Linde position peaked at $471K in Q2 2024.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.