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 Q3	$357K	Hold	753	–	–	0.09%	196
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Freemont Capital Singapore $4.53B AUM 15.69% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s LIN Position: Q3 2026 in Review

Heritage Wealth Management (Ohio) held its Linde (LIN) position steady in Q3 2026 at 753 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #196.

Heritage Wealth Management (Ohio) first reported a position in LIN in Q2 2024 and has held it in 10 quarters since. The position peaked at $471K in Q2 2024. 1,558 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

Heritage Wealth Management (Ohio) held 753 shares of Linde worth $357K as of Q3 2026.
Heritage Wealth Management (Ohio) left its Linde share count unchanged in Q3 2026.
Linde made up 0.09% of Heritage Wealth Management (Ohio)'s portfolio in Q3 2026, its #196 holding.
Heritage Wealth Management (Ohio) first reported a position in Linde in Q2 2024 and has held it in 10 quarters since.
Heritage Wealth Management (Ohio)'s Linde position peaked at $471K in Q2 2024.
1,558 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q3 2026, filed 28 Oct 2026.