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Pacific Capital Wealth Advisors’s Linde LIN Stock Holding History

Pacific Capital Wealth Advisors’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
2025
Q1 		– Sell
-16
Closed -$6.7K – 243
2024
Q4 		$6.7K Sell
16
-80
-83% -$36.5K ﹤0.01% 299
2024
Q3 		$45.8K Buy
96
+6
+7% +$2.74K 0.01% 162
2024
Q2 		$39.5K Buy
90
+67
+291% +$29.5K 0.01% 177
2024
Q1 		$10.7K Buy
23
+11
+92% +$4.76K ﹤0.01% 224
2023
Q4 		$4.93K Buy
+12
New +$4.73K ﹤0.01% 251

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pacific Capital Wealth Advisors's LIN Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Linde (LIN) in Q1 2025, closing a stake of 16 shares — an estimated $6.7K sold.

Pacific Capital Wealth Advisors first reported a position in LIN in Q4 2023 and held it in 5 quarters. The position peaked at $45.8K in Q3 2024. 2,066 funds tracked by Wall St. Rank hold LIN as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Linde position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 16 Linde shares in Q1 2025, an estimated $6.7K.
  • Pacific Capital Wealth Advisors first reported a position in Linde in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Linde position peaked at $45.8K in Q3 2024.
  • 2,066 funds tracked by Wall St. Rank held Linde as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.