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
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 $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

Strategies Wealth Advisors's LIN Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Linde (LIN) stake by 3.7% in Q1 2026, selling an estimated $10.9K and leaving 603 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #137.

Strategies Wealth Advisors first reported a position in LIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q2 2025. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Strategies Wealth Advisors held 603 shares of Linde worth $299K as of Q1 2026.
  • Strategies Wealth Advisors sold 23 Linde shares in Q1 2026, an estimated $10.9K.
  • Linde made up 0.03% of Strategies Wealth Advisors's portfolio in Q1 2026, its #137 holding.
  • Strategies Wealth Advisors first reported a position in Linde in Q4 2024 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Linde position peaked at $1.15M in Q2 2025.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.