SWIM
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Smallwood Wealth Investment Management’s Linde LIN Stock Holding History

Smallwood Wealth Investment Management’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 		$314K Hold
605
– – 0.14% 71
2026
Q1 		$300K Hold
605
– – 0.16% 66
2025
Q4 		$258K Hold
605
– – 0.14% 72
2025
Q3 		$288K Hold
605
– – 0.15% 71
2025
Q2 		$284K Hold
605
– – 0.16% 67
2025
Q1 		$282K Sell
605
-22
-4% -$9.9K 0.18% 63
2024
Q4 		$262K Sell
627
-200
-24% -$91.1K 0.18% 67
2024
Q3 		$394K Hold
827
– – 0.28% 52
2024
Q2 		$363K Hold
827
– – 0.28% 52
2024
Q1 		$384K Buy
827
+50
+6% +$21.6K 0.3% 51
2023
Q4 		$319K Hold
777
– – 0.26% 52
2023
Q3 		$289K Hold
777
– – 0.26% 50
2023
Q2 		$296K Buy
+777
New +$284K 0.26% 51

Other funds holding LIN

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Smallwood Wealth Investment Management's LIN Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Linde (LIN) position steady in Q2 2026 at 605 shares worth $314K. The position accounts for 0.14% of the portfolio, ranked #71.

Smallwood Wealth Investment Management first reported a position in LIN in Q2 2023 and has held it in 13 quarters since. The position peaked at $394K in Q3 2024. 720 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Smallwood Wealth Investment Management held 605 shares of Linde worth $314K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Linde share count unchanged in Q2 2026.
  • Linde made up 0.14% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #71 holding.
  • Smallwood Wealth Investment Management first reported a position in Linde in Q2 2023 and has held it in 13 quarters since.
  • Smallwood Wealth Investment Management's Linde position peaked at $394K in Q3 2024.
  • 720 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.