MWM
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MorganRosel Wealth Management’s Linde LIN Stock Holding History

MorganRosel 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 		– Sell
-1,141
Closed -$487K – 115
2025
Q4 		$487K Sell
1,141
-226
-17% -$96.8K 0.12% 89
2025
Q3 		$649K Sell
1,367
-306
-18% -$145K 0.17% 83
2025
Q2 		$785K Buy
1,673
+462
+38% +$211K 0.21% 70
2025
Q1 		$564K Sell
1,211
-352
-23% -$158K 0.17% 79
2024
Q4 		$654K Buy
1,563
+257
+20% +$117K 0.21% 75
2024
Q3 		$623K Sell
1,306
-336
-20% -$153K 0.21% 74
2024
Q2 		$721K Sell
1,642
-241
-13% -$106K 0.25% 70
2024
Q1 		$874K Buy
1,883
+64
+4% +$27.7K 0.31% 60
2023
Q4 		$747K Sell
1,819
-251
-12% -$99K 0.29% 58
2023
Q3 		$771K Buy
2,070
+124
+6% +$47.2K 0.32% 52
2023
Q2 		$742K Buy
+1,946
New +$711K 0.3% 64

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

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

MorganRosel Wealth Management sold out of Linde (LIN) in Q1 2026, closing a stake of 1,141 shares — an estimated $487K sold.

MorganRosel Wealth Management first reported a position in LIN in Q2 2023 and held it in 11 quarters. The position peaked at $874K in Q1 2024. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • MorganRosel Wealth Management reported no remaining Linde position as of Q1 2026 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,141 Linde shares in Q1 2026, an estimated $487K.
  • MorganRosel Wealth Management first reported a position in Linde in Q2 2023 and held it in 11 quarters.
  • MorganRosel Wealth Management's Linde position peaked at $874K in Q1 2024.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.