Integrated Wealth Concepts
LIN icon

Integrated Wealth Concepts’s Linde LIN Stock Holding History

Integrated Wealth Concepts’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 		$7.1M Buy
13,674
+1,400
+11% +$709K 0.05% 375
2026
Q1 		$6.08M Buy
12,274
+6,160
+101% +$2.91M 0.05% 361
2025
Q4 		$2.61M Sell
6,114
-3,322
-35% -$1.42M 0.03% 464
2025
Q3 		$4.48M Buy
9,436
+935
+11% +$443K 0.04% 407
2025
Q2 		$3.99M Buy
8,501
+304
+4% +$139K 0.04% 389
2025
Q1 		$3.82M Buy
8,197
+65
+0.8% +$29.3K 0.04% 379
2024
Q4 		$3.4M Buy
8,132
+844
+12% +$385K 0.04% 393
2024
Q3 		$3.48M Buy
7,288
+106
+1% +$48.4K 0.04% 373
2024
Q2 		$3.15M Buy
7,182
+452
+7% +$199K 0.04% 374
2024
Q1 		$3.13M Buy
6,730
+409
+6% +$177K 0.05% 378
2023
Q4 		$2.6M Buy
6,321
+472
+8% +$186K 0.04% 389
2023
Q3 		$2.18M Buy
5,849
+118
+2% +$44.9K 0.04% 425
2023
Q2 		$2.18M Buy
5,731
+1,516
+36% +$554K 0.04% 428
2023
Q1 		$1.5M Sell
4,215
-5,203
-55% -$1.74M 0.03% 487
2022
Q4 		$3.07M Sell
9,418
-750
-7% -$235K 0.08% 225
2022
Q3 		$2.74M Sell
10,168
-19
-0.2% -$5.46K 0.09% 216
2022
Q2 		$2.93M Buy
10,187
+1,333
+15% +$416K 0.09% 204
2022
Q1 		$2.83M Buy
8,854
+490
+6% +$151K 0.09% 205
2021
Q4 		$2.9M Buy
8,364
+785
+10% +$254K 0.09% 202
2021
Q3 		$2.22M Buy
7,579
+785
+12% +$239K 0.07% 228
2021
Q2 		$1.96M Buy
6,794
+360
+6% +$105K 0.07% 223
2021
Q1 		$1.8M Buy
6,434
+782
+14% +$203K 0.07% 198
2020
Q4 		$1.49M Buy
5,652
+159
+3% +$39K 0.07% 189
2020
Q3 		$1.31M Buy
5,493
+314
+6% +$76.1K 0.08% 174
2020
Q2 		$1.1M Buy
5,179
+835
+19% +$161K 0.08% 160
2020
Q1 		$752K Buy
4,344
+806
+23% +$159K 0.07% 169
2019
Q4 		$753K Buy
+3,538
New +$713K 0.06% 195

Other funds holding LIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's LIN Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Linde (LIN) stake by 11% in Q2 2026, buying an estimated $709K and bringing the position to 13,674 shares worth $7.1M. The position accounts for 0.05% of the portfolio, ranked #375.

Integrated Wealth Concepts first reported a position in LIN in Q4 2019 and has held it in 27 quarters since. 2,359 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Integrated Wealth Concepts held 13,674 shares of Linde worth $7.1M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,400 Linde shares in Q2 2026, an estimated $709K.
  • Linde made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #375 holding.
  • Integrated Wealth Concepts first reported a position in Linde in Q4 2019 and has held it in 27 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.