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Moneta Group Investment Advisors’s Linde LIN Stock Holding History

Moneta Group Investment 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
Q2 		$1.07M Sell
2,053
-21
-1% -$10.6K 0.01% 383
2026
Q1 		$1.03M Buy
2,074
+26
+1% +$12.3K 0.01% 356
2025
Q4 		$873K Sell
2,048
-469
-19% -$201K 0.01% 382
2025
Q3 		$1.2M Hold
2,517
– – 0.01% 318
2025
Q2 		$1.18M Buy
2,517
+148
+6% +$67.6K 0.01% 284
2025
Q1 		$1.1M Sell
2,369
-33
-1% -$14.9K 0.02% 280
2024
Q4 		$1.01M Buy
2,402
+326
+16% +$149K 0.01% 283
2024
Q3 		$990K Buy
2,076
+319
+18% +$146K 0.01% 281
2024
Q2 		$771K Buy
1,757
+57
+3% +$25.1K 0.01% 306
2024
Q1 		$789K Buy
1,700
+114
+7% +$49.4K 0.01% 295
2023
Q4 		$651K Buy
1,586
+166
+12% +$65.5K 0.01% 295
2023
Q3 		$529K Buy
1,420
+287
+25% +$109K 0.01% 306
2023
Q2 		$432K Buy
1,133
+224
+25% +$81.8K 0.01% 349
2023
Q1 		$323K Buy
909
+128
+16% +$42.9K 0.01% 400
2022
Q4 		$258K Sell
781
-195
-20% -$61.1K 0.01% 396
2022
Q3 		$263K Sell
976
-26
-3% -$7.47K 0.01% 377
2022
Q2 		$288K Buy
+1,002
New +$313K 0.01% 392
2022
Q1 		– Sell
-638
Closed -$221K – 469
2021
Q4 		$221K Sell
638
-61
-9% -$19.8K 0.01% 438
2021
Q3 		$205K Sell
699
-7
-1% -$2.13K 0.01% 434
2021
Q2 		$204K Buy
+706
New +$206K 0.01% 432

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

Moneta Group Investment Advisors's LIN Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Linde (LIN) stake by 1% in Q2 2026, selling an estimated $10.6K and leaving 2,053 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #383.

Moneta Group Investment Advisors first reported a position in LIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.2M in Q3 2025. 2,345 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Moneta Group Investment Advisors held 2,053 shares of Linde worth $1.07M as of Q2 2026.
  • Moneta Group Investment Advisors sold 21 Linde shares in Q2 2026, an estimated $10.6K.
  • Linde made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #383 holding.
  • Moneta Group Investment Advisors first reported a position in Linde in Q2 2021 and has held it in 20 quarters since.
  • Moneta Group Investment Advisors's Linde position peaked at $1.2M in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.