KWA
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Kingswood Wealth Advisors’s Linde LIN Stock Holding History

Kingswood Wealth Advisors’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 		$735K Buy
1,483
+176
+13% +$83K 0.03% 447
2025
Q4 		$557K Buy
1,307
+441
+51% +$189K 0.03% 492
2025
Q3 		$411K Buy
866
+243
+39% +$115K 0.02% 535
2025
Q2 		$292K Sell
623
-84
-12% -$38.3K 0.02% 582
2025
Q1 		$329K Sell
707
-481
-40% -$217K 0.03% 509
2024
Q4 		$497K Sell
1,188
-2,356
-66% -$1.07M 0.04% 441
2024
Q3 		$1.69M Sell
3,544
-79
-2% -$36K 0.12% 195
2024
Q2 		$1.59M Sell
3,623
-15
-0.4% -$6.6K 0.14% 145
2024
Q1 		$1.69M Buy
3,638
+97
+3% +$42K 0.19% 130
2023
Q4 		$1.45M Buy
3,541
+1,524
+76% +$601K 0.16% 140
2023
Q3 		$751K Buy
+2,017
New +$768K 0.13% 180

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

Kingswood Wealth Advisors's LIN Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its Linde (LIN) stake by 13% in Q1 2026, buying an estimated $83K and bringing the position to 1,483 shares worth $735K. The position accounts for 0.03% of the portfolio, ranked #447.

Kingswood Wealth Advisors first reported a position in LIN in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q3 2024. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Kingswood Wealth Advisors held 1,483 shares of Linde worth $735K as of Q1 2026.
  • Kingswood Wealth Advisors bought 176 Linde shares in Q1 2026, an estimated $83K.
  • Linde made up 0.03% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #447 holding.
  • Kingswood Wealth Advisors first reported a position in Linde in Q3 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Linde position peaked at $1.69M in Q3 2024.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.