MWA
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Medallion Wealth Advisors’s Linde LIN Stock Holding History

Medallion Wealth Advisors’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 		$211K Buy
425
+21
+5% +$9.91K 0.07% 241
2025
Q4 		$173K Hold
404
– – 0.06% 259
2025
Q3 		$192K Hold
404
– – 0.07% 237
2025
Q2 		$193K Sell
404
-50
-11% -$22.8K 0.07% 235
2025
Q1 		$212K Buy
454
+28
+7% +$12.6K 0.1% 196
2024
Q4 		$180K Buy
+426
New +$194K 0.09% 196

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

Medallion Wealth Advisors's LIN Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Linde (LIN) stake by 5.2% in Q1 2026, buying an estimated $9.91K and bringing the position to 425 shares worth $211K. The position accounts for 0.07% of the portfolio, ranked #241.

Medallion Wealth Advisors first reported a position in LIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $212K in Q1 2025. 2,269 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Medallion Wealth Advisors held 425 shares of Linde worth $211K as of Q1 2026.
  • Medallion Wealth Advisors bought 21 Linde shares in Q1 2026, an estimated $9.91K.
  • Linde made up 0.07% of Medallion Wealth Advisors's portfolio in Q1 2026, its #241 holding.
  • Medallion Wealth Advisors first reported a position in Linde in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Linde position peaked at $212K in Q1 2025.
  • 2,269 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.