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Obermeyer Wealth Partners’s Linde LIN Stock Holding History

Obermeyer Wealth Partners’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 		$293K Sell
592
-6
-1% -$2.83K 0.01% 246
2025
Q4 		$255K Sell
598
-33
-5% -$14.1K 0.01% 257
2025
Q3 		$300K Buy
631
+2
+0.3% +$947 0.01% 233
2025
Q2 		$295K Buy
629
+43
+7% +$19.6K 0.01% 221
2025
Q1 		$273K Sell
586
-181
-24% -$81.5K 0.01% 215
2024
Q4 		$321K Sell
767
-107
-12% -$48.8K 0.02% 198
2024
Q3 		$417K Hold
874
– – 0.02% 174
2024
Q2 		$384K Hold
874
– – 0.02% 172
2024
Q1 		$406K Buy
874
+6
+0.7% +$2.6K 0.02% 159
2023
Q4 		$356K Hold
868
– – 0.02% 152
2023
Q3 		$323K Buy
868
+11
+1% +$4.19K 0.02% 153
2023
Q2 		$327K Hold
857
– – 0.02% 155
2023
Q1 		$305K Sell
857
-73
-8% -$24.4K 0.02% 157
2022
Q4 		$303K Sell
930
-52
-5% -$16.3K 0.02% 159
2022
Q3 		$265K Buy
982
+52
+6% +$14.9K 0.02% 164
2022
Q2 		$267K Hold
930
– – 0.02% 159
2022
Q1 		$297K Hold
930
– – 0.02% 177
2021
Q4 		$322K Sell
930
-291
-24% -$94.3K 0.02% 169
2021
Q3 		$358K Buy
+1,221
New +$371K 0.02% 146
2020
Q1 		– Sell
-1,115
Closed -$237K – 135
2019
Q4 		$237K Hold
1,115
– – 0.02% 113
2019
Q3 		$216K Buy
1,115
+115
+12% +$22.3K 0.02% 117
2019
Q2 		$201K Buy
+1,000
New +$187K 0.02% 115

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

Obermeyer Wealth Partners's LIN Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Linde (LIN) stake by 1% in Q1 2026, selling an estimated $2.83K and leaving 592 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #246.

Obermeyer Wealth Partners first reported a position in LIN in Q2 2019 and has held it in 22 quarters since. The position peaked at $417K in Q3 2024. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Obermeyer Wealth Partners held 592 shares of Linde worth $293K as of Q1 2026.
  • Obermeyer Wealth Partners sold 6 Linde shares in Q1 2026, an estimated $2.83K.
  • Linde made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #246 holding.
  • Obermeyer Wealth Partners first reported a position in Linde in Q2 2019 and has held it in 22 quarters since.
  • Obermeyer Wealth Partners's Linde position peaked at $417K in Q3 2024.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.