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Transform Wealth’s Linde LIN Stock Holding History

Transform Wealth’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
2025
Q1 		$9.14M Sell
19,622
-407
-2% -$183K 0.55% 58
2024
Q4 		$8.39M Buy
20,029
+2,179
+12% +$993K 0.47% 55
2024
Q3 		$8.51M Buy
17,850
+276
+2% +$126K 0.56% 53
2024
Q2 		$7.71M Sell
17,574
-64
-0.4% -$28.2K 0.58% 49
2024
Q1 		$8.19M Buy
17,638
+104
+0.6% +$45K 0.78% 47
2023
Q4 		$7.2M Sell
17,534
-26
-0.1% -$10.3K 0.7% 50
2023
Q3 		$6.54M Buy
17,560
+1,302
+8% +$496K 0.69% 47
2023
Q2 		$6.2M Buy
+16,258
New +$5.94M 0.56% 63

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Transform Wealth's LIN Position: Q1 2025 in Review

Transform Wealth reduced its Linde (LIN) stake by 2% in Q1 2025, selling an estimated $183K and leaving 19,622 shares worth $9.14M. The position accounts for 0.55% of the portfolio, ranked #58.

Transform Wealth first reported a position in LIN in Q2 2023 and has held it in 8 quarters since. 2,063 funds tracked by Wall St. Rank hold LIN as of Q1 2025.

  • Transform Wealth held 19,622 shares of Linde worth $9.14M as of Q1 2025.
  • Transform Wealth sold 407 Linde shares in Q1 2025, an estimated $183K.
  • Linde made up 0.55% of Transform Wealth's portfolio in Q1 2025, its #58 holding.
  • Transform Wealth first reported a position in Linde in Q2 2023 and has held it in 8 quarters since.
  • 2,063 funds tracked by Wall St. Rank held Linde as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.