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Stiles Financial Services’s Linde LIN Stock Holding History

Stiles Financial Services’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 		$277K Sell
558
-27
-5% -$12.7K 0.08% 149
2025
Q4 		$249K Sell
585
-39
-6% -$16.7K 0.08% 157
2025
Q3 		$297K Buy
624
+1
+0.2% +$473 0.09% 153
2025
Q2 		$293K Buy
623
+21
+3% +$9.59K 0.1% 147
2025
Q1 		$280K Sell
602
-28
-4% -$12.6K 0.11% 143
2024
Q4 		$264K Sell
630
-25
-4% -$11.4K 0.1% 158
2024
Q3 		$313K Buy
655
+27
+4% +$12.3K 0.11% 142
2024
Q2 		$276K Buy
628
+54
+9% +$23.8K 0.11% 153
2024
Q1 		$266K Sell
574
-14
-2% -$6.06K 0.11% 155
2023
Q4 		$241K Sell
588
-64
-10% -$25.2K 0.11% 152
2023
Q3 		$243K Hold
652
– – 0.13% 154
2023
Q2 		$248K Sell
652
-191
-23% -$69.8K 0.12% 161
2023
Q1 		$300K Buy
843
+2
+0.2% +$670 0.16% 143
2022
Q4 		$274K Buy
841
+1
+0.1% +$313 0.16% 145
2022
Q3 		$227K Buy
840
+1
+0.1% +$287 0.14% 147
2022
Q2 		$241K Buy
839
+1
+0.1% +$312 0.14% 138
2022
Q1 		$268K Buy
838
+2
+0.2% +$618 0.13% 146
2021
Q4 		$290K Buy
+836
New +$271K 0.14% 143

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

Stiles Financial Services's LIN Position: Q1 2026 in Review

Stiles Financial Services reduced its Linde (LIN) stake by 4.6% in Q1 2026, selling an estimated $12.7K and leaving 558 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #149.

Stiles Financial Services first reported a position in LIN in Q4 2021 and has held it in 18 quarters since. The position peaked at $313K in Q3 2024. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Stiles Financial Services held 558 shares of Linde worth $277K as of Q1 2026.
  • Stiles Financial Services sold 27 Linde shares in Q1 2026, an estimated $12.7K.
  • Linde made up 0.08% of Stiles Financial Services's portfolio in Q1 2026, its #149 holding.
  • Stiles Financial Services first reported a position in Linde in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Linde position peaked at $313K in Q3 2024.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.