Principle Wealth Partners’s Linde LIN Stock Holding History

Principle Wealth Partners’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	$836K	Buy	1,686 +13	+0.8%	+$6.13K	0.05%	184
2025 Q4	$714K	Sell	1,673 -9	-0.5%	-$3.85K	0.04%	196
2025 Q3	$799K	Buy	1,682 +136	+9%	+$64.4K	0.05%	182
2025 Q2	$725K	Buy	1,546 +323	+26%	+$147K	0.05%	188
2025 Q1	$569K	Hold	1,223	–	–	0.04%	212
2024 Q4	$512K	Hold	1,223	–	–	0.04%	219
2024 Q3	$583K	Buy	1,223 +89	+8%	+$40.6K	0.04%	211
2024 Q2	$498K	Hold	1,134	–	–	0.04%	220
2024 Q1	$527K	Hold	1,134	–	–	0.04%	215
2023 Q4	$466K	Hold	1,134	–	–	0.04%	212
2023 Q3	$422K	Hold	1,134	–	–	0.04%	219
2023 Q2	$432K	Sell	1,134 -9	-0.8%	-$3.29K	0.04%	213
2023 Q1	$406K	Hold	1,143	–	–	0.04%	215
2022 Q4	$373K	Buy	1,143 +57	+5%	+$17.9K	0.04%	226
2022 Q3	$293	Hold	1,086	–	–	0.03%	232
2022 Q2	$312K	Hold	1,086	–	–	0.04%	238
2022 Q1	$347K	Hold	1,086	–	–	0.04%	244
2021 Q4	$376K	Buy	1,086 +1	+0.1%	+$324	0.04%	238
2021 Q3	$318K	Sell	1,085 -70	-6%	-$21.3K	0.04%	241
2021 Q2	$334K	Hold	1,155	–	–	0.04%	237
2021 Q1	$324K	Hold	1,155	–	–	0.04%	229
2020 Q4	$304K	Buy	+1,155	New	+$283K	0.04%	224

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

Principle Wealth Partners's LIN Position: Q1 2026 in Review

Principle Wealth Partners increased its Linde (LIN) stake by 0.78% in Q1 2026, buying an estimated $6.13K and bringing the position to 1,686 shares worth $836K. The position accounts for 0.05% of the portfolio, ranked #184.

Principle Wealth Partners first reported a position in LIN in Q4 2020 and has held it in 22 quarters since. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

Principle Wealth Partners held 1,686 shares of Linde worth $836K as of Q1 2026.
Principle Wealth Partners bought 13 Linde shares in Q1 2026, an estimated $6.13K.
Linde made up 0.05% of Principle Wealth Partners's portfolio in Q1 2026, its #184 holding.
Principle Wealth Partners first reported a position in Linde in Q4 2020 and has held it in 22 quarters since.
2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.