OF
LIN icon

Optimize Financial’s Linde LIN Stock Holding History

Optimize Financial’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 		– Sell
-639
Closed -$272K – 392
2025
Q4 		$272K Sell
639
-20
-3% -$8.57K 0.14% 290
2025
Q3 		$313K Buy
+659
New +$312K 0.16% 268
2025
Q1 		– Sell
-522
Closed -$219K – 259
2024
Q4 		$219K Buy
+522
New +$238K 0.16% 200

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

Optimize Financial's LIN Position: Q1 2026 in Review

Optimize Financial sold out of Linde (LIN) in Q1 2026, closing a stake of 639 shares — an estimated $272K sold.

Optimize Financial first reported a position in LIN in Q4 2024 and held it in 3 quarters. The position peaked at $313K in Q3 2025. 2,282 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Optimize Financial reported no remaining Linde position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 639 Linde shares in Q1 2026, an estimated $272K.
  • Optimize Financial first reported a position in Linde in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Linde position peaked at $313K in Q3 2025.
  • 2,282 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.