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Live Oak Private Wealth’s Linde LIN Stock Holding History

Live Oak Private Wealth’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
Q2 		$2.52M Sell
4,849
-569
-11% -$288K 0.31% 75
2026
Q1 		$2.69M Buy
5,418
+214
+4% +$101K 0.37% 64
2025
Q4 		$2.22M Buy
5,204
+886
+21% +$380K 0.3% 75
2025
Q3 		$2.05M Buy
4,318
+17
+0.4% +$8.05K 0.29% 77
2025
Q2 		$2.02M Buy
4,301
+164
+4% +$74.9K 0.3% 76
2025
Q1 		$1.93M Sell
4,137
-6
-0.1% -$2.7K 0.31% 74
2024
Q4 		$1.73M Buy
4,143
+44
+1% +$20.1K 0.29% 73
2024
Q3 		$1.95M Buy
4,099
+120
+3% +$54.8K 0.32% 71
2024
Q2 		$1.75M Buy
3,979
+126
+3% +$55.4K 0.3% 73
2024
Q1 		$1.79M Buy
3,853
+38
+1% +$16.5K 0.31% 72
2023
Q4 		$1.57M Buy
3,815
+157
+4% +$61.9K 0.29% 71
2023
Q3 		$1.36M Buy
3,658
+65
+2% +$24.7K 0.29% 70
2023
Q2 		$1.37M Buy
3,593
+37
+1% +$13.5K 0.27% 76
2023
Q1 		$1.26M Buy
3,556
+143
+4% +$47.9K 0.26% 74
2022
Q4 		$1.11M Buy
3,413
+142
+4% +$44.5K 0.23% 83
2022
Q3 		$882K Buy
3,271
+65
+2% +$18.7K 0.2% 85
2022
Q2 		$922K Buy
3,206
+114
+4% +$35.6K 0.19% 92
2022
Q1 		$988K Buy
3,092
+124
+4% +$38.3K 0.19% 87
2021
Q4 		$1.03M Buy
2,968
+60
+2% +$19.4K 0.19% 93
2021
Q3 		$853K Buy
2,908
+303
+12% +$92.1K 0.17% 102
2021
Q2 		$753K Buy
2,605
+176
+7% +$51.3K 0.17% 97
2021
Q1 		$680K Buy
2,429
+828
+52% +$215K 0.17% 97
2020
Q4 		$422K Buy
1,601
+166
+12% +$40.7K 0.12% 107
2020
Q3 		$342K Sell
1,435
-11
-0.8% -$2.67K 0.12% 101
2020
Q2 		$307K Buy
1,446
+164
+13% +$31.7K 0.11% 107
2020
Q1 		$222K Buy
+1,282
New +$253K 0.23% 67

Other funds holding LIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Live Oak Private Wealth's LIN Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Linde (LIN) stake by 11% in Q2 2026, selling an estimated $288K and leaving 4,849 shares worth $2.52M. The position accounts for 0.31% of the portfolio, ranked #75.

Live Oak Private Wealth first reported a position in LIN in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.69M in Q1 2026. 2,340 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Live Oak Private Wealth held 4,849 shares of Linde worth $2.52M as of Q2 2026.
  • Live Oak Private Wealth sold 569 Linde shares in Q2 2026, an estimated $288K.
  • Linde made up 0.31% of Live Oak Private Wealth's portfolio in Q2 2026, its #75 holding.
  • Live Oak Private Wealth first reported a position in Linde in Q1 2020 and has held it in 26 quarters since.
  • Live Oak Private Wealth's Linde position peaked at $2.69M in Q1 2026.
  • 2,340 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.