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Simplicity Wealth’s Linde LIN Stock Holding History

Simplicity Wealth’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 		$688K Buy
1,389
+526
+61% +$248K 0.04% 374
2025
Q4 		$368K Sell
863
-1,682
-66% -$721K 0.02% 505
2025
Q3 		$1.21M Sell
2,545
-1,392
-35% -$659K 0.07% 262
2025
Q2 		$1.85M Buy
3,937
+1,284
+48% +$586K 0.08% 226
2025
Q1 		$1.24M Buy
2,653
+1,489
+128% +$670K 0.1% 215
2024
Q4 		$487K Buy
1,164
+1
+0.1% +$456 0.1% 173
2024
Q3 		$554K Sell
1,163
-16,370
-93% -$7.47M 0.05% 272
2024
Q2 		$7.69M Sell
17,533
-81
-0.5% -$35.6K 0.17% 117
2024
Q1 		$8.18M Buy
17,614
+16,067
+1,039% +$6.96M 0.19% 104
2023
Q4 		$635K Buy
+1,547
New +$610K 0.25% 66

Other funds holding LIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Wealth's LIN Position: Q1 2026 in Review

Simplicity Wealth increased its Linde (LIN) stake by 61% in Q1 2026, buying an estimated $248K and bringing the position to 1,389 shares worth $688K. The position accounts for 0.04% of the portfolio, ranked #374.

Simplicity Wealth first reported a position in LIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.18M in Q1 2024. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Simplicity Wealth held 1,389 shares of Linde worth $688K as of Q1 2026.
  • Simplicity Wealth bought 526 Linde shares in Q1 2026, an estimated $248K.
  • Linde made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #374 holding.
  • Simplicity Wealth first reported a position in Linde in Q4 2023 and has held it in 10 quarters since.
  • Simplicity Wealth's Linde position peaked at $8.18M in Q1 2024.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.