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McCarter Private Wealth Services’s Linde LIN Stock Holding History

McCarter Private Wealth Services’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 		$208K Sell
401
-179
-31% -$90.7K 0.07% 175
2026
Q1 		$288K Hold
580
– – 0.13% 135
2025
Q4 		$247K Buy
580
+17
+3% +$7.28K 0.11% 143
2025
Q3 		$267K Hold
563
– – 0.14% 113
2025
Q2 		$264K Hold
563
– – 0.15% 102
2025
Q1 		$262K Buy
+563
New +$253K 0.17% 90
2024
Q4 		– Sell
-437
Closed -$208K – 105
2024
Q3 		$208K Buy
+437
New +$199K 0.13% 98

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

McCarter Private Wealth Services's LIN Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Linde (LIN) stake by 31% in Q2 2026, selling an estimated $90.7K and leaving 401 shares worth $208K. The position accounts for 0.07% of the portfolio, ranked #175.

McCarter Private Wealth Services first reported a position in LIN in Q3 2024 and has held it in 7 quarters since. The position peaked at $288K in Q1 2026. 2,334 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • McCarter Private Wealth Services held 401 shares of Linde worth $208K as of Q2 2026.
  • McCarter Private Wealth Services sold 179 Linde shares in Q2 2026, an estimated $90.7K.
  • Linde made up 0.07% of McCarter Private Wealth Services's portfolio in Q2 2026, its #175 holding.
  • McCarter Private Wealth Services first reported a position in Linde in Q3 2024 and has held it in 7 quarters since.
  • McCarter Private Wealth Services's Linde position peaked at $288K in Q1 2026.
  • 2,334 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.