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Lifeworks Advisors’s Linde LIN Stock Holding History

Lifeworks 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 		$6.15M Buy
12,401
+1,154
+10% +$544K 0.79% 40
2025
Q4 		$4.8M Buy
+11,247
New +$4.82M 0.62% 53
2025
Q1 		– Sell
-928
Closed -$389K – 320
2024
Q4 		$389K Sell
928
-101
-10% -$46K 0.07% 200
2024
Q3 		$490K Buy
1,029
+125
+14% +$57K 0.1% 164
2024
Q2 		$397K Buy
904
+141
+18% +$62K 0.11% 151
2024
Q1 		$354K Buy
+763
New +$330K 0.1% 155

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

Lifeworks Advisors's LIN Position: Q1 2026 in Review

Lifeworks Advisors increased its Linde (LIN) stake by 10% in Q1 2026, buying an estimated $544K and bringing the position to 12,401 shares worth $6.15M. The position accounts for 0.79% of the portfolio, ranked #40.

Lifeworks Advisors first reported a position in LIN in Q1 2024 and has held it in 6 quarters since. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Lifeworks Advisors held 12,401 shares of Linde worth $6.15M as of Q1 2026.
  • Lifeworks Advisors bought 1,154 Linde shares in Q1 2026, an estimated $544K.
  • Linde made up 0.79% of Lifeworks Advisors's portfolio in Q1 2026, its #40 holding.
  • Lifeworks Advisors first reported a position in Linde in Q1 2024 and has held it in 6 quarters since.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.