OFG
LIN icon

Oxford Financial Group’s Linde LIN Stock Holding History

Oxford Financial 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 		$418K Sell
806
-400
-33% -$203K 0.02% 176
2026
Q1 		$598K Buy
1,206
+257
+27% +$121K 0.03% 144
2025
Q4 		$405K Sell
949
-10
-1% -$4.28K 0.02% 165
2025
Q3 		$456K Buy
959
+9
+0.9% +$4.26K 0.03% 151
2025
Q2 		$446K Sell
950
-226
-19% -$103K 0.03% 142
2025
Q1 		$548K Sell
1,176
-1
-0.1% -$450 0.04% 124
2024
Q4 		$493K Sell
1,177
-60
-5% -$27.3K 0.03% 148
2024
Q3 		$590K Sell
1,237
-54
-4% -$24.6K 0.04% 126
2024
Q2 		$567K Sell
1,291
-53
-4% -$23.3K 0.04% 136
2024
Q1 		$624K Buy
1,344
+207
+18% +$89.6K 0.04% 112
2023
Q4 		$467K Sell
1,137
-127
-10% -$50.1K 0.03% 149
2023
Q3 		$471K Sell
1,264
-86
-6% -$32.7K 0.04% 136
2023
Q2 		$514K Buy
1,350
+408
+43% +$149K 0.05% 133
2023
Q1 		$335K Buy
942
+3
+0.3% +$1K 0.04% 136
2022
Q4 		$306K Buy
939
+170
+22% +$53.3K 0.04% 151
2022
Q3 		$207K Sell
769
-49
-6% -$14.1K 0.03% 166
2022
Q2 		$235K Buy
818
+49
+6% +$15.3K 0.03% 173
2022
Q1 		$246K Hold
769
– – 0.03% 172
2021
Q4 		$266K Sell
769
-18
-2% -$5.83K 0.03% 171
2021
Q3 		$231K Buy
+787
New +$239K 0.03% 169

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

Oxford Financial Group's LIN Position: Q2 2026 in Review

Oxford Financial Group reduced its Linde (LIN) stake by 33% in Q2 2026, selling an estimated $203K and leaving 806 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #176.

Oxford Financial Group first reported a position in LIN in Q3 2021 and has held it in 20 quarters since. The position peaked at $624K in Q1 2024. 2,345 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Oxford Financial Group held 806 shares of Linde worth $418K as of Q2 2026.
  • Oxford Financial Group sold 400 Linde shares in Q2 2026, an estimated $203K.
  • Linde made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #176 holding.
  • Oxford Financial Group first reported a position in Linde in Q3 2021 and has held it in 20 quarters since.
  • Oxford Financial Group's Linde position peaked at $624K in Q1 2024.
  • 2,345 funds tracked by Wall St. Rank held Linde as of Q2 2026.

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