Key Financial Inc’s Linde LIN Stock Holding History

Key Financial Inc’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	$159K	Sell	321 -2	-0.6%	-$944	0.03%	323
2025 Q4	$138K	Sell	323 -27	-8%	-$11.6K	0.03%	345
2025 Q3	$163K	Buy	350 +2	+0.6%	+$947	0.03%	323
2025 Q2	$163K	Buy	+348	New	+$159K	0.03%	309
2023 Q1	–	Sell	-215	Closed	-$58K	–	1195
2022 Q4	$58K	Hold	215	–	–	0.03%	337
2022 Q3	$58K	Hold	215	–	–	0.03%	341
2022 Q2	$61K	Hold	215	–	–	0.03%	323
2022 Q1	$69K	Hold	215	–	–	0.03%	317
2021 Q4	$74K	Hold	215	–	–	0.04%	287
2021 Q3	$63K	Hold	215	–	–	0.04%	307
2021 Q2	$66K	Buy	215 +30	+16%	+$8.75K	0.04%	306
2021 Q1	$52K	Hold	185	–	–	0.03%	269
2020 Q4	$49K	Buy	+185	New	+$45.4K	0.04%	248
2020 Q2	–	Sell	-165	Closed	-$29K	–	392
2020 Q1	$29K	Buy	+165	New	+$32.6K	0.03%	285

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

Key Financial Inc's LIN Position: Q1 2026 in Review

Key Financial Inc reduced its Linde (LIN) stake by 0.62% in Q1 2026, selling an estimated $944 and leaving 321 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #323.

Key Financial Inc first reported a position in LIN in Q1 2020 and has held it in 14 quarters since. The position peaked at $163K in Q3 2025. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

Key Financial Inc held 321 shares of Linde worth $159K as of Q1 2026.
Key Financial Inc sold 2 Linde shares in Q1 2026, an estimated $944.
Linde made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #323 holding.
Key Financial Inc first reported a position in Linde in Q1 2020 and has held it in 14 quarters since.
Key Financial Inc's Linde position peaked at $163K in Q3 2025.
2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.