SOA Wealth Advisors’s Linde LIN Stock Holding History

SOA 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 Q1	$213K	Hold	430	–	–	0.04%	188
2025 Q4	$183K	Sell	430 -42	-9%	-$18K	0.03%	211
2025 Q3	$224K	Buy	472 +183	+63%	+$86.6K	0.04%	194
2025 Q2	$136K	Hold	289	–	–	0.03%	244
2025 Q1	$135K	Hold	289	–	–	0.03%	230
2024 Q4	$121K	Sell	289 -45	-13%	-$20.5K	0.02%	234
2024 Q3	$159K	Hold	334	–	–	0.03%	205
2024 Q2	$147K	Hold	334	–	–	0.03%	208
2024 Q1	$155K	Hold	334	–	–	0.03%	202
2023 Q4	$137K	Sell	334 -136	-29%	-$53.6K	0.03%	207
2023 Q3	$175K	Hold	470	–	–	0.04%	177
2023 Q2	$179K	Hold	470	–	–	0.04%	171
2023 Q1	$167K	Hold	470	–	–	0.04%	173
2022 Q4	$153K	Hold	470	–	–	0.04%	177
2022 Q3	$126K	Hold	470	–	–	0.04%	181
2022 Q2	$135K	Sell	470 -5	-1%	-$1.56K	0.04%	177
2022 Q1	$151K	Hold	475	–	–	0.04%	192
2021 Q4	$163K	Hold	475	–	–	0.04%	177
2021 Q3	$139K	Hold	475	–	–	0.04%	192
2021 Q2	$137K	Sell	475 -2	-0.4%	-$583	0.04%	192
2021 Q1	$133K	Hold	477	–	–	0.04%	174
2020 Q4	$120K	Buy	+477	New	+$117K	0.03%	180

Other funds holding LIN

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOA Wealth Advisors's LIN Position: Q1 2026 in Review

SOA Wealth Advisors held its Linde (LIN) position steady in Q1 2026 at 430 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #188.

SOA Wealth Advisors first reported a position in LIN in Q4 2020 and has held it in 22 quarters since. The position peaked at $224K in Q3 2025. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

SOA Wealth Advisors held 430 shares of Linde worth $213K as of Q1 2026.
SOA Wealth Advisors left its Linde share count unchanged in Q1 2026.
Linde made up 0.04% of SOA Wealth Advisors's portfolio in Q1 2026, its #188 holding.
SOA Wealth Advisors first reported a position in Linde in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Linde position peaked at $224K in Q3 2025.
2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.