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 Q2	$391K	Buy	753 +2	+0.3%	+$1.01K	0.1%	197
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s LIN Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) increased its Linde (LIN) stake by 0.27% in Q2 2026, buying an estimated $1.01K and bringing the position to 753 shares worth $391K. The position accounts for 0.1% of the portfolio, ranked #197.

Heritage Wealth Management (Ohio) first reported a position in LIN in Q2 2024 and has held it in 9 quarters since. The position peaked at $471K in Q2 2024. 2,341 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

Heritage Wealth Management (Ohio) held 753 shares of Linde worth $391K as of Q2 2026.
Heritage Wealth Management (Ohio) bought 2 Linde shares in Q2 2026, an estimated $1.01K.
Linde made up 0.1% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #197 holding.
Heritage Wealth Management (Ohio) first reported a position in Linde in Q2 2024 and has held it in 9 quarters since.
Heritage Wealth Management (Ohio)'s Linde position peaked at $471K in Q2 2024.
2,341 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.