Legacy Capital Wealth Partners’s Linde LIN Stock Holding History

Legacy Capital Wealth Partners’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	$780K	Buy	1,574 +82	+5%	+$38.7K	0.16%	132
2025 Q4	$636K	Buy	1,492 +38	+3%	+$16.3K	0.14%	160
2025 Q3	$691K	Buy	1,454 +8	+0.6%	+$3.79K	0.15%	149
2025 Q2	$678K	Sell	1,446 -50	-3%	-$22.8K	0.15%	140
2025 Q1	$697K	Sell	1,496 -42	-3%	-$18.9K	0.17%	124
2024 Q4	$644K	Sell	1,538 -1,683	-52%	-$767K	0.16%	127
2024 Q3	$1.54M	Buy	3,221 +1,576	+96%	+$719K	0.31%	65
2024 Q2	$722K	Buy	+1,645	New	+$724K	0.18%	107
2024 Q1	–	Sell	-1,724	Closed	-$708K	–	242
2023 Q4	$708K	Sell	1,724 -239	-12%	-$94.2K	0.2%	107
2023 Q3	$731K	Buy	+1,963	New	+$747K	0.2%	105
2023 Q2	–	Sell	-1,950	Closed	-$693K	–	145
2023 Q1	$693K	Buy	+1,950	New	+$653K	0.19%	106

Other funds holding LIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return