MWM
LIN icon

Modern Wealth Management’s Linde LIN Stock Holding History

Modern 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
Q2 		$1.22M Buy
2,359
+686
+41% +$347K 0.01% 473
2026
Q1 		$826K Buy
1,673
+564
+51% +$266K 0.01% 464
2025
Q4 		$473K Sell
1,109
-169
-13% -$72.4K 0.01% 548
2025
Q3 		$607K Buy
1,278
+20
+2% +$9.47K 0.01% 470
2025
Q2 		$590K Buy
1,258
+204
+19% +$93.1K 0.01% 452
2025
Q1 		$491K Buy
1,054
+505
+92% +$227K 0.02% 427
2024
Q4 		$230K Buy
+549
New +$250K 0.01% 523

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

Modern Wealth Management's LIN Position: Q2 2026 in Review

Modern Wealth Management increased its Linde (LIN) stake by 41% in Q2 2026, buying an estimated $347K and bringing the position to 2,359 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #473.

Modern Wealth Management first reported a position in LIN in Q4 2024 and has held it in 7 quarters since. 2,341 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Modern Wealth Management held 2,359 shares of Linde worth $1.22M as of Q2 2026.
  • Modern Wealth Management bought 686 Linde shares in Q2 2026, an estimated $347K.
  • Linde made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #473 holding.
  • Modern Wealth Management first reported a position in Linde in Q4 2024 and has held it in 7 quarters since.
  • 2,341 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.