Legacy Financial Strategies’s Linde LIN Stock Holding History

Legacy Financial Strategies’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	$3.31M	Sell	6,669 -173	-3%	-$81.6K	0.6%	25
2025 Q4	$2.92M	Sell	6,842 -776	-10%	-$332K	0.52%	34
2025 Q3	$3.62M	Buy	7,618 +73	+1%	+$34.6K	0.65%	26
2025 Q2	$3.54M	Buy	7,545 +127	+2%	+$58K	0.69%	25
2025 Q1	$3.45M	Buy	7,418 +87	+1%	+$39.2K	0.75%	26
2024 Q4	$3.04M	Sell	7,331 -107	-1%	-$48.8K	0.65%	30
2024 Q3	$3.55M	Hold	7,438	–	–	0.78%	27
2024 Q2	$3.22M	Buy	7,438 +662	+10%	+$291K	0.77%	24
2024 Q1	$3.15M	Buy	6,776 +317	+5%	+$137K	0.81%	22
2023 Q4	$2.65M	Buy	6,459 +2	+0%	+$789	0.76%	29
2023 Q3	$2.53M	Buy	+6,457	New	+$2.46M	0.81%	26
2023 Q1	–	Sell	-6,941	Closed	-$2.26M	–	75
2022 Q4	$2.26M	Buy	6,941 +184	+3%	+$57.7K	0.94%	18
2022 Q3	$1.82M	Buy	6,757 +364	+6%	+$105K	0.85%	19
2022 Q2	$1.84M	Buy	+6,393	New	+$2M	0.91%	19

Other funds holding LIN

BlackRock New York $5.7T 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