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Nicholson Wealth Management Group’s Linde LIN Stock Holding History

Nicholson Wealth Management Group’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 		$2.24M Sell
4,322
-120
-3% -$60.8K 1.32% 20
2026
Q1 		$2.2M Sell
4,442
-121
-3% -$57.1K 1.28% 14
2025
Q4 		$1.95M Buy
4,563
+428
+10% +$183K 1.14% 26
2025
Q3 		$1.96M Buy
4,135
+90
+2% +$42.6K 1.15% 25
2025
Q2 		$1.9M Buy
4,045
+77
+2% +$35.1K 1.17% 17
2025
Q1 		$1.85M Buy
3,968
+68
+2% +$30.6K 1.21% 16
2024
Q4 		$1.63M Buy
3,900
+1,735
+80% +$791K 1.09% 23
2024
Q3 		$1.03M Buy
+2,165
New +$988K 0.85% 31

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

Nicholson Wealth Management Group's LIN Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its Linde (LIN) stake by 2.7% in Q2 2026, selling an estimated $60.8K and leaving 4,322 shares worth $2.24M. The position accounts for 1.32% of the portfolio, ranked #20.

Nicholson Wealth Management Group first reported a position in LIN in Q3 2024 and has held it in 8 quarters since. 2,333 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Nicholson Wealth Management Group held 4,322 shares of Linde worth $2.24M as of Q2 2026.
  • Nicholson Wealth Management Group sold 120 Linde shares in Q2 2026, an estimated $60.8K.
  • Linde made up 1.32% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #20 holding.
  • Nicholson Wealth Management Group first reported a position in Linde in Q3 2024 and has held it in 8 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.