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UP Strategic Wealth Investment Advisors’s Linde LIN Stock Holding History

UP Strategic Wealth Investment 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
2025
Q3 		– Sell
-431
Closed -$202K – 95
2025
Q2 		$202K Buy
+431
New +$197K 0.16% 93

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's LIN Position: Q3 2025 in Review

UP Strategic Wealth Investment Advisors sold out of Linde (LIN) in Q3 2025, closing a stake of 431 shares — an estimated $202K sold.

UP Strategic Wealth Investment Advisors first reported a position in LIN in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 2,113 funds tracked by Wall St. Rank hold LIN as of Q3 2025.

  • UP Strategic Wealth Investment Advisors reported no remaining Linde position as of Q3 2025 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 431 Linde shares in Q3 2025, an estimated $202K.
  • UP Strategic Wealth Investment Advisors first reported a position in Linde in Q2 2025 and held it in 1 quarter.
  • UP Strategic Wealth Investment Advisors's Linde position peaked at $202K in Q2 2025.
  • 2,113 funds tracked by Wall St. Rank held Linde as of Q3 2025.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.