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 Q1	$492K	Buy	+993	New	+$469K	0.03%	349
2025 Q4	–	Sell	-436	Closed	-$207K	–	470
2025 Q3	$207K	Sell	436 -435	-50%	-$206K	0.03%	385
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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OneAscent Financial Services's LIN Position: Q1 2026 in Review

OneAscent Financial Services opened a new position in Linde (LIN) in Q1 2026: 993 shares worth $492K. The stake represents 0.03% of the portfolio and ranks #349 among its holdings. This is a return to the name: OneAscent Financial Services previously reported a position in LIN as recently as Q3 2025.

OneAscent Financial Services first reported a position in LIN in Q1 2021 and has held it in 14 quarters since. The position peaked at $498K in Q3 2021. 2,269 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

OneAscent Financial Services held 993 shares of Linde worth $492K as of Q1 2026.
Linde was a new OneAscent Financial Services position in Q1 2026.
Linde made up 0.03% of OneAscent Financial Services's portfolio in Q1 2026, its #349 holding.
OneAscent Financial Services first reported a position in Linde in Q1 2021 and has held it in 14 quarters since.
OneAscent Financial Services's Linde position peaked at $498K in Q3 2021.
2,269 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.