TAFW
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Tred Avon Family Wealth’s Linde LIN Stock Holding History

Tred Avon Family 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
2026
Q2 		$1.19M Sell
2,298
-17
-0.7% -$8.61K 0.37% 73
2026
Q1 		$1.15M Sell
2,315
-42
-2% -$19.8K 0.38% 71
2025
Q4 		$1.01M Buy
2,357
+300
+15% +$129K 0.33% 77
2025
Q3 		$977K Buy
+2,057
New +$974K 0.34% 81

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

Tred Avon Family Wealth's LIN Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Linde (LIN) stake by 0.73% in Q2 2026, selling an estimated $8.61K and leaving 2,298 shares worth $1.19M. The position accounts for 0.37% of the portfolio, ranked #73.

Tred Avon Family Wealth first reported a position in LIN in Q3 2025 and has held it in 4 quarters since. 2,346 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Tred Avon Family Wealth held 2,298 shares of Linde worth $1.19M as of Q2 2026.
  • Tred Avon Family Wealth sold 17 Linde shares in Q2 2026, an estimated $8.61K.
  • Linde made up 0.37% of Tred Avon Family Wealth's portfolio in Q2 2026, its #73 holding.
  • Tred Avon Family Wealth first reported a position in Linde in Q3 2025 and has held it in 4 quarters since.
  • 2,346 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.