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
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 $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

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

Modern Wealth Management increased its Linde (LIN) stake by 51% in Q1 2026, buying an estimated $266K and bringing the position to 1,673 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #464.

Modern Wealth Management first reported a position in LIN in Q4 2024 and has held it in 6 quarters since. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Modern Wealth Management held 1,673 shares of Linde worth $826K as of Q1 2026.
  • Modern Wealth Management bought 564 Linde shares in Q1 2026, an estimated $266K.
  • Linde made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #464 holding.
  • Modern Wealth Management first reported a position in Linde in Q4 2024 and has held it in 6 quarters since.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.