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Valley Wealth Managers’s Linde LIN Stock Holding History

Valley Wealth Managers’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 		– Sell
-8
Closed -$3.41K – 351
2025
Q4 		$3.41K Buy
+8
New +$3.43K ﹤0.01% 318
2024
Q3 		– Sell
-49
Closed -$21.5K – 427
2024
Q2 		$21.5K Buy
+49
New +$21.6K ﹤0.01% 257

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

Valley Wealth Managers's LIN Position: Q1 2026 in Review

Valley Wealth Managers sold out of Linde (LIN) in Q1 2026, closing a stake of 8 shares — an estimated $3.41K sold.

Valley Wealth Managers first reported a position in LIN in Q2 2024 and held it in 2 quarters. The position peaked at $21.5K in Q2 2024. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Valley Wealth Managers reported no remaining Linde position as of Q1 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 8 Linde shares in Q1 2026, an estimated $3.41K.
  • Valley Wealth Managers first reported a position in Linde in Q2 2024 and held it in 2 quarters.
  • Valley Wealth Managers's Linde position peaked at $21.5K in Q2 2024.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.