MWM
LIN icon

Modera Wealth Management’s Linde LIN Stock Holding History

Modera 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 		$715K Buy
1,442
+253
+21% +$119K 0.01% 373
2025
Q4 		$507K Buy
1,189
+36
+3% +$15.4K 0.01% 455
2025
Q3 		$548K Sell
1,153
-101
-8% -$47.8K 0.01% 441
2025
Q2 		$588K Buy
1,254
+153
+14% +$69.8K 0.01% 417
2025
Q1 		$513K Sell
1,101
-144
-12% -$64.8K 0.01% 429
2024
Q4 		$521K Buy
1,245
+187
+18% +$85.2K 0.01% 429
2024
Q3 		$505K Sell
1,058
-353
-25% -$161K 0.01% 412
2024
Q2 		$619K Buy
1,411
+33
+2% +$14.5K 0.01% 359
2024
Q1 		$640K Buy
1,378
+4
+0.3% +$1.73K 0.01% 363
2023
Q4 		$564K Sell
1,374
-41
-3% -$16.2K 0.01% 359
2023
Q3 		$527K Sell
1,415
-393
-22% -$150K 0.01% 355
2023
Q2 		$689K Buy
+1,808
New +$660K 0.01% 339
2022
Q3 		– Sell
-830
Closed -$239K – 331
2022
Q2 		$239K Sell
830
-25
-3% -$7.81K 0.01% 290
2022
Q1 		$273K Sell
855
-3,013
-78% -$932K 0.01% 298
2021
Q4 		$1.34M Buy
+3,868
New +$1.25M 0.05% 145

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

Modera Wealth Management's LIN Position: Q1 2026 in Review

Modera Wealth Management increased its Linde (LIN) stake by 21% in Q1 2026, buying an estimated $119K and bringing the position to 1,442 shares worth $715K. The position accounts for 0.01% of the portfolio, ranked #373.

Modera Wealth Management first reported a position in LIN in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.34M in Q4 2021. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Modera Wealth Management held 1,442 shares of Linde worth $715K as of Q1 2026.
  • Modera Wealth Management bought 253 Linde shares in Q1 2026, an estimated $119K.
  • Linde made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #373 holding.
  • Modera Wealth Management first reported a position in Linde in Q4 2021 and has held it in 15 quarters since.
  • Modera Wealth Management's Linde position peaked at $1.34M in Q4 2021.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.