Rooted Wealth Advisors’s Linde LIN Stock Holding History

Rooted 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
2026 Q2	$634K	Sell	1,221 -25	-2%	-$12.7K	0.16%	83
2026 Q1	$621K	Buy	1,246 +687	+123%	+$324K	0.16%	83
2025 Q4	$265K	Sell	559 -4	-0.7%	-$1.71K	0.07%	120
2025 Q3	$263K	Sell	563 -194	-26%	-$91.8K	0.08%	111
2025 Q2	$355K	Buy	757 +5	+0.7%	+$2.28K	0.12%	79
2025 Q1	$329K	Hold	752	–	–	0.14%	72
2024 Q4	$312K	Hold	752	–	–	0.12%	74
2024 Q3	$348K	Hold	752	–	–	0.16%	68
2024 Q2	$335K	Hold	752	–	–	0.15%	67
2024 Q1	$347K	Hold	752	–	–	0.17%	60
2023 Q4	$313K	Hold	752	–	–	0.16%	61
2023 Q3	$307K	Hold	752	–	–	0.19%	60
2023 Q2	$276K	Hold	752	–	–	0.19%	63
2023 Q1	$270K	Hold	752	–	–	0.2%	62
2022 Q4	$245K	Buy	+752	New	+$236K	0.21%	59

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

Rooted Wealth Advisors's LIN Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its Linde (LIN) stake by 2% in Q2 2026, selling an estimated $12.7K and leaving 1,221 shares worth $634K. The position accounts for 0.16% of the portfolio, ranked #83.

Rooted Wealth Advisors first reported a position in LIN in Q4 2022 and has held it in 15 quarters since. 2,333 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

Rooted Wealth Advisors held 1,221 shares of Linde worth $634K as of Q2 2026.
Rooted Wealth Advisors sold 25 Linde shares in Q2 2026, an estimated $12.7K.
Linde made up 0.16% of Rooted Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Rooted Wealth Advisors first reported a position in Linde in Q4 2022 and has held it in 15 quarters since.
2,333 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.