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Schwarz Dygos Wheeler Investment Advisors’s Linde LIN Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$279K Sell
537
-22
-4% -$11.1K 0.05% 143
2026
Q1 		$277K Hold
559
– – 0.06% 138
2025
Q4 		$238K Buy
559
+116
+26% +$49.7K 0.05% 150
2025
Q3 		$210K Buy
+443
New +$210K 0.04% 159
2024
Q1 		– Sell
-494
Closed -$203K – 154
2023
Q4 		$203K Buy
+494
New +$195K 0.06% 140

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

Schwarz Dygos Wheeler Investment Advisors's LIN Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Linde (LIN) stake by 3.9% in Q2 2026, selling an estimated $11.1K and leaving 537 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #143.

Schwarz Dygos Wheeler Investment Advisors first reported a position in LIN in Q4 2023 and has held it in 5 quarters since. 2,333 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 537 shares of Linde worth $279K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 22 Linde shares in Q2 2026, an estimated $11.1K.
  • Linde made up 0.05% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #143 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Linde in Q4 2023 and has held it in 5 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.