Private Wealth Management Group’s Linde LIN Stock Holding History

Private Wealth Management 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	$164K	Sell	315 -8	-2%	-$4.05K	0.04%	127
2026 Q1	$160K	Buy	323 +11	+4%	+$5.19K	0.04%	99
2025 Q4	$133K	Sell	312 -18	-5%	-$7.71K	0.04%	107
2025 Q3	$157K	Sell	330 -5	-1%	-$2.37K	0.04%	99
2025 Q2	$157K	Hold	335	–	–	0.05%	95
2025 Q1	$156K	Sell	335 -7	-2%	-$3.15K	0.06%	88
2024 Q4	$143K	Buy	342 +7	+2%	+$3.19K	0.05%	93
2024 Q3	$160K	Buy	335 +2	+0.6%	+$913	0.06%	83
2024 Q2	$146K	Hold	333	–	–	0.06%	85
2024 Q1	$155K	Hold	333	–	–	0.07%	78
2023 Q4	$137K	Buy	+333	New	+$131K	0.07%	83

Other funds holding LIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Wealth Management Group's LIN Position: Q2 2026 in Review

Private Wealth Management Group reduced its Linde (LIN) stake by 2.5% in Q2 2026, selling an estimated $4.05K and leaving 315 shares worth $164K. The position accounts for 0.04% of the portfolio, ranked #127.

Private Wealth Management Group first reported a position in LIN in Q4 2023 and has held it in 11 quarters since. 2,333 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

Private Wealth Management Group held 315 shares of Linde worth $164K as of Q2 2026.
Private Wealth Management Group sold 8 Linde shares in Q2 2026, an estimated $4.05K.
Linde made up 0.04% of Private Wealth Management Group's portfolio in Q2 2026, its #127 holding.
Private Wealth Management Group first reported a position in Linde in Q4 2023 and has held it in 11 quarters since.
2,333 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.