OneAscent Financial Services’s Linde LIN Stock Holding History

OneAscent Financial Services’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	$459K	Sell	884 -109	-11%	-$55.2K	0.02%	396
2026 Q1	$492K	Buy	+993	New	+$469K	0.03%	349
2025 Q4	–	Sell	-922	Closed	-$438K	–	513
2025 Q3	$438K	Buy	922 +51	+6%	+$24.1K	0.03%	322
2025 Q2	$413K	Buy	871 +18	+2%	+$8.22K	0.03%	348
2025 Q1	$398K	Buy	853 +37	+5%	+$16.7K	0.03%	370
2024 Q4	$342K	Buy	816 +3	+0.4%	+$1.37K	0.03%	331
2024 Q3	$388K	Sell	813 -7	-0.9%	-$3.19K	0.28%	94
2024 Q2	$360K	Sell	820 -44	-5%	-$19.4K	0.05%	183
2024 Q1	$401K	Buy	864 +49	+6%	+$21.2K	0.04%	236
2023 Q4	$335K	Buy	815 +258	+46%	+$102K	0.04%	248
2023 Q3	$207K	Sell	557 -31	-5%	-$11.8K	0.05%	253
2023 Q2	$224K	Buy	+588	New	+$215K	0.1%	106
2023 Q1	–	Sell	-674	Closed	-$220K	–	195
2022 Q4	$220K	Buy	+674	New	+$211K	0.09%	164
2021 Q4	–	Sell	-1,698	Closed	-$498K	–	154
2021 Q3	$498K	Buy	+1,698	New	+$516K	0.66%	27
2021 Q1	$266K	Buy	+950	New	+$246K	0.26%	104

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 $3.37T AUM 44.26% 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

OneAscent Financial Services's LIN Position: Q2 2026 in Review

OneAscent Financial Services reduced its Linde (LIN) stake by 11% in Q2 2026, selling an estimated $55.2K and leaving 884 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #396.

OneAscent Financial Services first reported a position in LIN in Q1 2021 and has held it in 15 quarters since. The position peaked at $498K in Q3 2021. 2,345 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

OneAscent Financial Services held 884 shares of Linde worth $459K as of Q2 2026.
OneAscent Financial Services sold 109 Linde shares in Q2 2026, an estimated $55.2K.
Linde made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #396 holding.
OneAscent Financial Services first reported a position in Linde in Q1 2021 and has held it in 15 quarters since.
OneAscent Financial Services's Linde position peaked at $498K in Q3 2021.
2,345 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.