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Strategic Wealth Investment Group’s Linde LIN Stock Holding History

Strategic Wealth Investment 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
Q2 		$11.1M Sell
21,418
-1,714
-7% -$868K 1.35% 28
2026
Q1 		$11.5M Buy
23,132
+225
+1% +$106K 1.46% 26
2025
Q4 		$9.77M Sell
22,907
-9,517
-29% -$4.08M 1.2% 34
2025
Q3 		$15.4M Buy
32,424
+29,678
+1,081% +$14.1M 1.3% 29
2025
Q2 		$1.29M Buy
2,746
+169
+7% +$77.1K 1.87% 19
2025
Q1 		$1.2M Sell
2,577
-25,577
-91% -$11.5M 2.09% 18
2024
Q4 		$11.8M Sell
28,154
-783
-3% -$357K 1.3% 24
2024
Q3 		$13.7M Buy
28,937
+12,714
+78% +$5.8M 1.47% 20
2024
Q2 		$6.96M Buy
+16,223
New +$7.14M 0.88% 38
2023
Q4 		$575K Buy
+1,401
New +$552K 0.09% 74

Other funds holding LIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Wealth Investment Group's LIN Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its Linde (LIN) stake by 7.4% in Q2 2026, selling an estimated $868K and leaving 21,418 shares worth $11.1M. The position accounts for 1.35% of the portfolio, ranked #28.

Strategic Wealth Investment Group first reported a position in LIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.4M in Q3 2025. 2,334 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Strategic Wealth Investment Group held 21,418 shares of Linde worth $11.1M as of Q2 2026.
  • Strategic Wealth Investment Group sold 1,714 Linde shares in Q2 2026, an estimated $868K.
  • Linde made up 1.35% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #28 holding.
  • Strategic Wealth Investment Group first reported a position in Linde in Q4 2023 and has held it in 10 quarters since.
  • Strategic Wealth Investment Group's Linde position peaked at $15.4M in Q3 2025.
  • 2,334 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.