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Perigon Wealth Management’s Linde LIN Stock Holding History

Perigon Wealth Management’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 		$3.7M Buy
7,136
+486
+7% +$246K 0.06% 282
2026
Q1 		$3.3M Buy
6,650
+734
+12% +$346K 0.06% 277
2025
Q4 		$2.52M Sell
5,916
-383
-6% -$164K 0.05% 322
2025
Q3 		$2.99M Buy
6,299
+225
+4% +$107K 0.06% 273
2025
Q2 		$2.85M Sell
6,074
-294
-5% -$134K 0.07% 270
2025
Q1 		$2.97M Sell
6,368
-203
-3% -$91.4K 0.08% 253
2024
Q4 		$2.84M Buy
6,571
+2,292
+54% +$1.04M 0.07% 256
2024
Q3 		$2.04M Sell
4,279
-4,959
-54% -$2.26M 0.05% 283
2024
Q2 		$4.05M Sell
9,238
-374
-4% -$165K 0.12% 162
2024
Q1 		$4.46M Sell
9,612
-29
-0.3% -$12.6K 0.14% 155
2023
Q4 		$3.96M Buy
9,641
+463
+5% +$183K 0.13% 152
2023
Q3 		$3.42M Buy
9,178
+291
+3% +$111K 0.14% 151
2023
Q2 		$3.39M Buy
8,887
+7,578
+579% +$2.77M 0.13% 150
2023
Q1 		$465K Buy
1,309
+102
+8% +$34.2K 0.03% 411
2022
Q4 		$394K Buy
1,207
+160
+15% +$50.2K 0.02% 446
2022
Q3 		$282K Buy
+1,047
New +$301K 0.02% 434
2022
Q2 		– Sell
-685
Closed -$219K – 598
2022
Q1 		$219K Buy
685
+1
+0.1% +$309 0.02% 561
2021
Q4 		$237K Buy
+684
New +$222K 0.02% 514
2021
Q1 		– Sell
-561
Closed -$148K – 799
2020
Q4 		$148K Buy
+561
New +$138K 0.02% 464

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

Perigon Wealth Management's LIN Position: Q2 2026 in Review

Perigon Wealth Management increased its Linde (LIN) stake by 7.3% in Q2 2026, buying an estimated $246K and bringing the position to 7,136 shares worth $3.7M. The position accounts for 0.06% of the portfolio, ranked #282.

Perigon Wealth Management first reported a position in LIN in Q4 2020 and has held it in 19 quarters since. The position peaked at $4.46M in Q1 2024. 2,341 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Perigon Wealth Management held 7,136 shares of Linde worth $3.7M as of Q2 2026.
  • Perigon Wealth Management bought 486 Linde shares in Q2 2026, an estimated $246K.
  • Linde made up 0.06% of Perigon Wealth Management's portfolio in Q2 2026, its #282 holding.
  • Perigon Wealth Management first reported a position in Linde in Q4 2020 and has held it in 19 quarters since.
  • Perigon Wealth Management's Linde position peaked at $4.46M in Q1 2024.
  • 2,341 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.