SWA
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Strategies Wealth Advisors’s Linde LIN Stock Holding History

Strategies Wealth Advisors’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 		$312K Sell
601
-2
-0.3% -$1.01K 0.03% 156
2026
Q1 		$299K Sell
603
-23
-4% -$10.9K 0.03% 137
2025
Q4 		$267K Sell
626
-1,120
-64% -$480K 0.03% 157
2025
Q3 		$830K Sell
1,746
-701
-29% -$332K 0.09% 69
2025
Q2 		$1.15M Buy
2,447
+156
+7% +$71.2K 0.13% 53
2025
Q1 		$1.07M Buy
2,291
+520
+29% +$234K 0.13% 53
2024
Q4 		$812K Buy
+1,771
New +$807K 0.1% 59

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

Strategies Wealth Advisors's LIN Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its Linde (LIN) stake by 0.33% in Q2 2026, selling an estimated $1.01K and leaving 601 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #156.

Strategies Wealth Advisors first reported a position in LIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q2 2025. 2,348 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Strategies Wealth Advisors held 601 shares of Linde worth $312K as of Q2 2026.
  • Strategies Wealth Advisors sold 2 Linde shares in Q2 2026, an estimated $1.01K.
  • Linde made up 0.03% of Strategies Wealth Advisors's portfolio in Q2 2026, its #156 holding.
  • Strategies Wealth Advisors first reported a position in Linde in Q4 2024 and has held it in 7 quarters since.
  • Strategies Wealth Advisors's Linde position peaked at $1.15M in Q2 2025.
  • 2,348 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.