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Marks Group Wealth Management’s Linde LIN Stock Holding History

Marks Group Wealth Management’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 		– Sell
-1,571
Closed -$670K – 349
2025
Q4 		$670K Sell
1,571
-565
-26% -$242K 0.06% 218
2025
Q3 		$1.01M Buy
2,136
+108
+5% +$51.1K 0.09% 176
2025
Q2 		$952K Buy
2,028
+12
+0.6% +$5.48K 0.09% 181
2025
Q1 		$939K Sell
2,016
-126
-6% -$56.7K 0.09% 185
2024
Q4 		$897K Sell
2,142
-572
-21% -$261K 0.09% 175
2024
Q3 		$1.29M Sell
2,714
-114
-4% -$52K 0.12% 161
2024
Q2 		$1.24M Sell
2,828
-208
-7% -$91.5K 0.13% 157
2024
Q1 		$1.41M Sell
3,036
-104
-3% -$45K 0.15% 144
2023
Q4 		$1.29M Sell
3,140
-369
-11% -$146K 0.15% 148
2023
Q3 		$1.31M Sell
3,509
-20
-0.6% -$7.61K 0.16% 144
2023
Q2 		$1.34M Sell
3,529
-351
-9% -$128K 0.16% 143
2023
Q1 		$1.38M Buy
3,880
+118
+3% +$39.5K 0.18% 140
2022
Q4 		$1.23M Sell
3,762
-1,083
-22% -$339K 0.17% 143
2022
Q3 		$1.31M Sell
4,845
-311
-6% -$89.3K 0.2% 134
2022
Q2 		$1.48M Sell
5,156
-84
-2% -$26.2K 0.21% 128
2022
Q1 		$1.67M Buy
5,240
+1,175
+29% +$363K 0.21% 119
2021
Q4 		$1.39M Buy
4,065
+1,889
+87% +$612K 0.17% 134
2021
Q3 		$634K Buy
2,176
+1,311
+152% +$398K 0.09% 186
2021
Q2 		$250K Buy
865
+84
+11% +$24.5K 0.03% 231
2021
Q1 		$221K Buy
+781
New +$203K 0.03% 229
2020
Q4 		– Sell
-929
Closed -$221K – 261
2020
Q3 		$221K Buy
+929
New +$225K 0.04% 220

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

Marks Group Wealth Management's LIN Position: Q1 2026 in Review

Marks Group Wealth Management sold out of Linde (LIN) in Q1 2026, closing a stake of 1,571 shares — an estimated $670K sold.

Marks Group Wealth Management first reported a position in LIN in Q3 2020 and held it in 21 quarters. The position peaked at $1.67M in Q1 2022. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Marks Group Wealth Management reported no remaining Linde position as of Q1 2026 after selling out during the quarter.
  • Marks Group Wealth Management sold 1,571 Linde shares in Q1 2026, an estimated $670K.
  • Marks Group Wealth Management first reported a position in Linde in Q3 2020 and held it in 21 quarters.
  • Marks Group Wealth Management's Linde position peaked at $1.67M in Q1 2022.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.