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McKinley Carter Wealth Services’s Linde LIN Stock Holding History

McKinley Carter 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
Q1 		$9.92M Buy
20,012
+139
+0.7% +$65.6K 0.57% 41
2025
Q4 		$8.47M Buy
19,873
+188
+1% +$80.5K 0.47% 52
2025
Q3 		$9.35M Sell
19,685
-250
-1% -$118K 0.49% 48
2025
Q2 		$9.35M Buy
19,935
+1,523
+8% +$695K 0.52% 48
2025
Q1 		$8.57M Buy
18,412
+653
+4% +$294K 0.53% 45
2024
Q4 		$7.44M Buy
17,759
+177
+1% +$80.7K 0.45% 54
2024
Q3 		$8.38M Buy
17,582
+107
+0.6% +$48.8K 0.51% 46
2024
Q2 		$7.67M Buy
17,475
+536
+3% +$236K 0.49% 49
2024
Q1 		$7.87M Buy
16,939
+782
+5% +$339K 0.53% 46
2023
Q4 		$6.64M Buy
16,157
+2,448
+18% +$965K 0.49% 51
2023
Q3 		$5.1M Sell
13,709
-83
-0.6% -$31.6K 0.41% 56
2023
Q2 		$5.26M Sell
13,792
-126
-0.9% -$46K 0.39% 54
2023
Q1 		$4.95M Buy
13,918
+151
+1% +$50.6K 0.39% 56
2022
Q4 		$4.49M Buy
13,767
+86
+0.6% +$27K 0.38% 57
2022
Q3 		$3.69M Buy
13,681
+1,278
+10% +$367K 0.34% 63
2022
Q2 		$3.57M Buy
12,403
+556
+5% +$174K 0.32% 64
2022
Q1 		$3.78M Buy
11,847
+1,227
+12% +$379K 0.3% 66
2021
Q4 		$3.68M Buy
+10,620
New +$3.44M 0.27% 70

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

McKinley Carter Wealth Services's LIN Position: Q1 2026 in Review

McKinley Carter Wealth Services increased its Linde (LIN) stake by 0.7% in Q1 2026, buying an estimated $65.6K and bringing the position to 20,012 shares worth $9.92M. The position accounts for 0.57% of the portfolio, ranked #41.

McKinley Carter Wealth Services first reported a position in LIN in Q4 2021 and has held it in 18 quarters since. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • McKinley Carter Wealth Services held 20,012 shares of Linde worth $9.92M as of Q1 2026.
  • McKinley Carter Wealth Services bought 139 Linde shares in Q1 2026, an estimated $65.6K.
  • Linde made up 0.57% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #41 holding.
  • McKinley Carter Wealth Services first reported a position in Linde in Q4 2021 and has held it in 18 quarters since.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.