SageView Advisory Group’s Linde LIN Stock Holding History

SageView Advisory 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
2025 Q4	$1.61M	Sell	3,769 -392	-9%	-$168K	0.05%	189
2025 Q3	$1.98M	Buy	4,161 +20	+0.5%	+$9.47K	0.07%	156
2025 Q2	$1.94M	Sell	4,141 -18	-0.4%	-$8.22K	0.07%	141
2025 Q1	$1.94M	Sell	4,159 -374	-8%	-$168K	0.08%	130
2024 Q4	$1.9M	Buy	4,533 +704	+18%	+$321K	0.08%	128
2024 Q3	$1.83M	Sell	3,829 -851	-18%	-$388K	0.09%	122
2024 Q2	$2.05M	Buy	+4,680	New	+$2.06M	0.1%	120
2024 Q1	–	Sell	-4,472	Closed	-$1.82M	–	653
2023 Q4	$1.82M	Buy	4,472 +1,170	+35%	+$461K	0.08%	155
2023 Q3	$1.23M	Buy	3,302 +1,409	+74%	+$536K	0.07%	179
2023 Q2	$722K	Buy	1,893 +495	+35%	+$181K	0.04%	279
2023 Q1	$497K	Buy	1,398 +691	+98%	+$231K	0.03%	309
2022 Q4	$231K	Buy	+707	New	+$222K	0.02%	376

Other funds holding LIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's LIN Position: Q4 2025 in Review

SageView Advisory Group reduced its Linde (LIN) stake by 9.4% in Q4 2025, selling an estimated $168K and leaving 3,769 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #189.

SageView Advisory Group first reported a position in LIN in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.05M in Q2 2024. 2,127 funds tracked by Wall St. Rank hold LIN as of Q4 2025.

SageView Advisory Group held 3,769 shares of Linde worth $1.61M as of Q4 2025.
SageView Advisory Group sold 392 Linde shares in Q4 2025, an estimated $168K.
Linde made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #189 holding.
SageView Advisory Group first reported a position in Linde in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Linde position peaked at $2.05M in Q2 2024.
2,127 funds tracked by Wall St. Rank held Linde as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.