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Sound View Wealth Advisors Group’s Linde LIN Stock Holding History

Sound View Wealth Advisors 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
2026
Q1 		$688K Sell
1,388
-7
-0.5% -$3.3K 0.05% 239
2025
Q4 		$595K Sell
1,395
-182
-12% -$78K 0.04% 257
2025
Q3 		$749K Sell
1,577
-35
-2% -$16.6K 0.05% 227
2025
Q2 		$756K Sell
1,612
-607
-27% -$277K 0.06% 220
2025
Q1 		$1.03M Buy
2,219
+92
+4% +$41.4K 0.08% 170
2024
Q4 		$891K Buy
2,127
+367
+21% +$167K 0.07% 195
2024
Q3 		$839K Buy
1,760
+153
+10% +$69.8K 0.07% 201
2024
Q2 		$705K Buy
1,607
+3
+0.2% +$1.32K 0.07% 199
2024
Q1 		$745K Sell
1,604
-25
-2% -$10.8K 0.08% 192
2023
Q4 		$669K Buy
1,629
+26
+2% +$10.3K 0.07% 205
2023
Q3 		$597K Buy
1,603
+181
+13% +$68.9K 0.07% 199
2023
Q2 		$542K Sell
1,422
-24
-2% -$8.77K 0.07% 213
2023
Q1 		$514K Sell
1,446
-183
-11% -$61.3K 0.07% 212
2022
Q4 		$669K Buy
+1,629
New +$511K 0.07% 205

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

Sound View Wealth Advisors Group's LIN Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Linde (LIN) stake by 0.5% in Q1 2026, selling an estimated $3.3K and leaving 1,388 shares worth $688K. The position accounts for 0.05% of the portfolio, ranked #239.

Sound View Wealth Advisors Group first reported a position in LIN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.03M in Q1 2025. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Sound View Wealth Advisors Group held 1,388 shares of Linde worth $688K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 7 Linde shares in Q1 2026, an estimated $3.3K.
  • Linde made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #239 holding.
  • Sound View Wealth Advisors Group first reported a position in Linde in Q4 2022 and has held it in 14 quarters since.
  • Sound View Wealth Advisors Group's Linde position peaked at $1.03M in Q1 2025.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.