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Locust Wood Capital Advisers’s Linde LIN Stock Holding History

Locust Wood Capital Advisers’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
2024
Q2 		– Sell
-106,000
Closed -$49.2M – 47
2024
Q1 		$49.2M Buy
+106,000
New +$45.9M 1.76% 26
2019
Q3 		– Sell
-28,500
Closed -$5.72M – 52
2019
Q2 		$5.72M Buy
+28,500
New +$5.33M 0.42% 47

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 $3.38T AUM 44.17% 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

Locust Wood Capital Advisers's LIN Position: Q2 2026 in Review

Locust Wood Capital Advisers reduced its Linde (LIN) stake by 27% in Q2 2026, selling an estimated $64.9M and leaving 341,028 shares worth $177M. The position accounts for 4.26% of the portfolio, ranked #9.

Locust Wood Capital Advisers first reported a position in LIN in Q4 2018 and has held it in 31 quarters since. The position peaked at $281M in Q4 2025. 2,350 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Locust Wood Capital Advisers held 341,028 shares of Linde worth $177M as of Q2 2026.
  • Locust Wood Capital Advisers sold 128,103 Linde shares in Q2 2026, an estimated $64.9M.
  • Linde made up 4.26% of Locust Wood Capital Advisers's portfolio in Q2 2026, its #9 holding.
  • Locust Wood Capital Advisers first reported a position in Linde in Q4 2018 and has held it in 31 quarters since.
  • Locust Wood Capital Advisers's Linde position peaked at $281M in Q4 2025.
  • 2,350 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Locust Wood Capital Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.