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Strategic Family Wealth Counselors’s Linde LIN Stock Holding History

Strategic Family Wealth Counselors’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 		– Sell
-1,224
Closed -$530K – 195
2025
Q4 		$530K Buy
+1,224
New +$524K 0.12% 113

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

Strategic Family Wealth Counselors's LIN Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Linde (LIN) in Q1 2026, closing a stake of 1,224 shares — an estimated $530K sold.

Strategic Family Wealth Counselors first reported a position in LIN in Q4 2025 and held it in 1 quarter. The position peaked at $530K in Q4 2025. 2,270 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Linde position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 1,224 Linde shares in Q1 2026, an estimated $530K.
  • Strategic Family Wealth Counselors first reported a position in Linde in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Linde position peaked at $530K in Q4 2025.
  • 2,270 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.