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Strategic Wealth Partners’s Linde LIN Stock Holding History

Strategic Wealth Partners’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 		$96.1K Buy
194
+2
+1% +$944 0.01% 405
2025
Q4 		$81.9K Hold
192
– – 0.01% 440
2025
Q3 		$91.2K Buy
192
+15
+8% +$7.1K 0.01% 449
2025
Q2 		$83K Buy
+177
New +$80.8K 0.01% 421
2024
Q3 		– Sell
-698
Closed -$306K – 300
2024
Q2 		$306K Sell
698
-599
-46% -$264K 0.03% 238
2024
Q1 		$602K Buy
1,297
+85
+7% +$36.8K 0.07% 177
2023
Q4 		$498K Buy
1,212
+621
+105% +$245K 0.06% 187
2023
Q3 		$220K Buy
+591
New +$225K 0.03% 268

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 Wealth Partners's LIN Position: Q1 2026 in Review

Strategic Wealth Partners increased its Linde (LIN) stake by 1% in Q1 2026, buying an estimated $944 and bringing the position to 194 shares worth $96.1K. The position accounts for 0.01% of the portfolio, ranked #405.

Strategic Wealth Partners first reported a position in LIN in Q3 2023 and has held it in 8 quarters since. The position peaked at $602K in Q1 2024. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Strategic Wealth Partners held 194 shares of Linde worth $96.1K as of Q1 2026.
  • Strategic Wealth Partners bought 2 Linde shares in Q1 2026, an estimated $944.
  • Linde made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #405 holding.
  • Strategic Wealth Partners first reported a position in Linde in Q3 2023 and has held it in 8 quarters since.
  • Strategic Wealth Partners's Linde position peaked at $602K in Q1 2024.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.