Marsico Capital Management’s Linde LIN Stock Holding History

Marsico Capital 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 Q2	$8.87M	Buy	17,093 +3,019	+21%	+$1.53M	0.23%	61
2026 Q1	$6.98M	Buy	14,074 +7,732	+122%	+$3.65M	0.21%	60
2025 Q4	$2.7M	Sell	6,342 -2,636	-29%	-$1.13M	0.08%	74
2025 Q3	$4.26M	Hold	8,978	–	–	0.11%	73
2025 Q2	$4.21M	Sell	8,978 -1,692	-16%	-$772K	0.11%	61
2025 Q1	$4.97M	Sell	10,670 -5,985	-36%	-$2.69M	0.17%	59
2024 Q4	$6.97M	Hold	16,655	–	–	0.19%	51
2024 Q3	$7.94M	Buy	16,655 +1,692	+11%	+$772K	0.22%	47
2024 Q2	$6.57M	Hold	14,963	–	–	0.2%	46
2024 Q1	$6.95M	Buy	14,963 +1,153	+8%	+$499K	0.23%	47
2023 Q4	$5.67M	Hold	13,810	–	–	0.22%	51
2023 Q3	$5.14M	Buy	+13,810	New	+$5.26M	0.22%	51
2022 Q4	–	Sell	-22,945	Closed	-$6.19M	–	70
2022 Q3	$6.19M	Sell	22,945 -5,332	-19%	-$1.53M	0.33%	44
2022 Q2	$8.13M	Sell	28,277 -3,733	-12%	-$1.17M	0.4%	36
2022 Q1	$10.2M	Buy	+32,010	New	+$9.9M	0.36%	38
2021 Q1	–	Sell	-51,042	Closed	-$13.4M	–	93
2020 Q4	$13.4M	Buy	+51,042	New	+$12.5M	0.35%	45

Other funds holding LIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marsico Capital Management's LIN Position: Q2 2026 in Review

Marsico Capital Management increased its Linde (LIN) stake by 21% in Q2 2026, buying an estimated $1.53M and bringing the position to 17,093 shares worth $8.87M. The position accounts for 0.23% of the portfolio, ranked #61.

Marsico Capital Management first reported a position in LIN in Q4 2020 and has held it in 16 quarters since. The position peaked at $13.4M in Q4 2020. 2,337 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

Marsico Capital Management held 17,093 shares of Linde worth $8.87M as of Q2 2026.
Marsico Capital Management bought 3,019 Linde shares in Q2 2026, an estimated $1.53M.
Linde made up 0.23% of Marsico Capital Management's portfolio in Q2 2026, its #61 holding.
Marsico Capital Management first reported a position in Linde in Q4 2020 and has held it in 16 quarters since.
Marsico Capital Management's Linde position peaked at $13.4M in Q4 2020.
2,337 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Marsico Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.