Montag & Associates’s Linde LIN Stock Holding History

Montag & Associates’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	$220K	Hold	424	–	–	0.01%	410
2026 Q1	$210K	Hold	424	–	–	0.01%	416
2025 Q4	$181K	Buy	424 +272	+179%	+$117K	0.01%	424
2025 Q3	$72.2K	Buy	152 +14	+10%	+$6.63K	﹤0.01%	532
2025 Q2	$64.7K	Hold	138	–	–	﹤0.01%	535
2025 Q1	$64.3K	Hold	138	–	–	﹤0.01%	564
2024 Q4	$57.8K	Hold	138	–	–	﹤0.01%	584
2024 Q3	$65.8K	Hold	138	–	–	﹤0.01%	557
2024 Q2	$60.6K	Buy	138 +78	+130%	+$34.3K	﹤0.01%	556
2024 Q1	$27.9K	Sell	60 -46	-43%	-$19.9K	﹤0.01%	666
2023 Q4	$43.5K	Hold	106	–	–	﹤0.01%	603
2023 Q3	$39.5K	Hold	106	–	–	﹤0.01%	593
2023 Q2	$40.4K	Hold	106	–	–	﹤0.01%	597
2023 Q1	$37.7K	Hold	106	–	–	﹤0.01%	599
2022 Q4	$34.6K	Buy	106 +46	+77%	+$14.4K	﹤0.01%	602
2022 Q3	$16K	Hold	60	–	–	﹤0.01%	685
2022 Q2	$17K	Hold	60	–	–	﹤0.01%	654
2022 Q1	$19K	Hold	60	–	–	﹤0.01%	670
2021 Q4	$21K	Hold	60	–	–	﹤0.01%	669
2021 Q3	$18K	Hold	60	–	–	﹤0.01%	677
2021 Q2	$17K	Sell	60 -52	-46%	-$15.2K	﹤0.01%	677
2021 Q1	$31K	Buy	112 +60	+115%	+$15.6K	﹤0.01%	617
2020 Q4	$14K	Buy	+52	New	+$12.8K	﹤0.01%	678

Other funds holding LIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montag & Associates's LIN Position: Q2 2026 in Review

Montag & Associates held its Linde (LIN) position steady in Q2 2026 at 424 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #410.

Montag & Associates first reported a position in LIN in Q4 2020 and has held it in 23 quarters since. 2,350 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

Montag & Associates held 424 shares of Linde worth $220K as of Q2 2026.
Montag & Associates left its Linde share count unchanged in Q2 2026.
Linde made up 0.01% of Montag & Associates's portfolio in Q2 2026, its #410 holding.
Montag & Associates first reported a position in Linde in Q4 2020 and has held it in 23 quarters since.
2,350 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.