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Mowery & Schoenfeld Wealth Management’s Linde LIN Stock Holding History

Mowery & Schoenfeld 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 		$268K Hold
516
– – 0.36% 46
2026
Q1 		$256K Hold
516
– – 0.39% 44
2025
Q4 		$220K Buy
516
+21
+4% +$9K 0.32% 49
2025
Q3 		$235K Buy
495
+310
+168% +$147K 0.4% 41
2025
Q2 		$86.8K Hold
185
– – 0.13% 86
2025
Q1 		$86.1K Hold
185
– – 0.17% 91
2024
Q4 		$77.5K Buy
185
+84
+83% +$38.3K 0.15% 86
2024
Q3 		$48.2K Hold
101
– – 0.08% 100
2024
Q2 		$44.3K Buy
+101
New +$44.4K 0.06% 104

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's LIN Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Linde (LIN) position steady in Q2 2026 at 516 shares worth $268K. The position accounts for 0.36% of the portfolio, ranked #46.

Mowery & Schoenfeld Wealth Management first reported a position in LIN in Q2 2024 and has held it in 9 quarters since. 2,350 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 516 shares of Linde worth $268K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Linde share count unchanged in Q2 2026.
  • Linde made up 0.36% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Linde in Q2 2024 and has held it in 9 quarters since.
  • 2,350 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.