UCFA
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United Capital Financial Advisors’s Linde LIN Stock Holding History

United Capital Financial 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 		$6.54M Buy
13,196
+846
+7% +$399K 0.04% 310
2025
Q4 		$5.27M Sell
12,350
-702
-5% -$301K 0.03% 346
2025
Q3 		$6.2M Buy
13,052
+495
+4% +$234K 0.04% 268
2025
Q2 		$5.89M Buy
12,557
+173
+1% +$79K 0.05% 257
2025
Q1 		$5.77M Buy
12,384
+476
+4% +$214K 0.05% 256
2024
Q4 		$4.99M Sell
11,908
-731
-6% -$333K 0.04% 262
2024
Q3 		$6.03M Buy
12,639
+207
+2% +$94.5K 0.05% 235
2024
Q2 		$5.46M Sell
12,432
-338
-3% -$149K 0.05% 250
2024
Q1 		$5.93M Sell
12,770
-1,094
-8% -$474K 0.05% 256
2023
Q4 		$5.69M Buy
13,864
+10,090
+267% +$3.98M 0.05% 270
2023
Q3 		$1.41M Sell
3,774
-550
-13% -$209K 0.01% 463
2023
Q2 		$1.65M Sell
4,324
-684
-14% -$250K 0.01% 470
2023
Q1 		$1.78M Sell
5,008
-3,981
-44% -$1.33M 0.01% 471
2022
Q4 		$2.93M Buy
8,989
+1,050
+13% +$329K 0.02% 412
2022
Q3 		$2.14M Buy
7,939
+638
+9% +$183K 0.01% 460
2022
Q2 		$2.1M Buy
7,301
+1,927
+36% +$602K 0.01% 482
2022
Q1 		$1.72M Buy
5,374
+1,352
+34% +$418K 0.01% 552
2021
Q4 		$1.39M Sell
4,022
-202
-5% -$65.4K 0.01% 616
2021
Q3 		$1.24M Buy
4,224
+69
+2% +$21K 0.01% 619
2021
Q2 		$1.2M Buy
4,155
+351
+9% +$102K 0.01% 648
2021
Q1 		$1.07M Buy
3,804
+591
+18% +$153K 0.01% 650
2020
Q4 		$847K Buy
3,213
+1,184
+58% +$291K 0.01% 719
2020
Q3 		$483K Buy
2,029
+82
+4% +$19.9K ﹤0.01% 837
2020
Q2 		$413K Sell
1,947
-1,235
-39% -$238K ﹤0.01% 930
2020
Q1 		$550K Sell
3,182
-3,296
-51% -$650K ﹤0.01% 782
2019
Q4 		$1.38M Buy
6,478
+2,937
+83% +$592K 0.01% 685
2019
Q3 		$686K Sell
3,541
-4,264
-55% -$826K ﹤0.01% 852
2019
Q2 		$1.57M Sell
7,805
-903
-10% -$169K 0.01% 686
2019
Q1 		$1.53M Sell
8,708
-2,885
-25% -$479K 0.01% 660
2018
Q4 		$1.81M Buy
+11,593
New +$1.83M 0.01% 581

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

United Capital Financial Advisors's LIN Position: Q1 2026 in Review

United Capital Financial Advisors increased its Linde (LIN) stake by 6.9% in Q1 2026, buying an estimated $399K and bringing the position to 13,196 shares worth $6.54M. The position accounts for 0.04% of the portfolio, ranked #310.

United Capital Financial Advisors first reported a position in LIN in Q4 2018 and has held it in 30 quarters since. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • United Capital Financial Advisors held 13,196 shares of Linde worth $6.54M as of Q1 2026.
  • United Capital Financial Advisors bought 846 Linde shares in Q1 2026, an estimated $399K.
  • Linde made up 0.04% of United Capital Financial Advisors's portfolio in Q1 2026, its #310 holding.
  • United Capital Financial Advisors first reported a position in Linde in Q4 2018 and has held it in 30 quarters since.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.