VWM
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Venturi Wealth Management’s Linde LIN Stock Holding History

Venturi Wealth Management’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 		$1.24M Buy
2,383
+177
+8% +$89.6K 0.05% 192
2026
Q1 		$1.09M Sell
2,206
-1,169
-35% -$552K 0.05% 189
2025
Q4 		$1.44M Sell
3,375
-1,354
-29% -$580K 0.06% 153
2025
Q3 		$2.25M Sell
4,729
-494
-9% -$234K 0.1% 106
2025
Q2 		$2.45M Sell
5,223
-68
-1% -$31K 0.12% 105
2025
Q1 		$2.46M Buy
5,291
+182
+4% +$81.9K 0.13% 95
2024
Q4 		$2.14M Buy
5,109
+112
+2% +$51K 0.11% 120
2024
Q3 		$2.38M Buy
4,997
+439
+10% +$200K 0.12% 96
2024
Q2 		$2M Buy
4,558
+359
+9% +$158K 0.12% 106
2024
Q1 		$1.95M Sell
4,199
-111
-3% -$48.1K 0.13% 96
2023
Q4 		$1.77M Buy
4,310
+369
+9% +$146K 0.13% 100
2023
Q3 		$1.47M Sell
3,941
-31
-0.8% -$11.8K 0.12% 107
2023
Q2 		$1.51M Buy
3,972
+212
+6% +$77.4K 0.12% 94
2023
Q1 		$1.34M Sell
3,760
-78
-2% -$26.1K 0.11% 113
2022
Q4 		$1.25M Sell
3,838
-28
-0.7% -$8.78K 0.11% 125
2022
Q3 		$1.04M Buy
3,866
+135
+4% +$38.8K 0.1% 129
2022
Q2 		$1.07M Buy
3,731
+79
+2% +$24.7K 0.1% 128
2022
Q1 		$1.17M Sell
3,652
-129
-3% -$39.9K 0.09% 129
2021
Q4 		$1.31M Sell
3,781
-158
-4% -$51.2K 0.1% 131
2021
Q3 		$1.16M Sell
3,939
-622
-14% -$189K 0.1% 132
2021
Q2 		$1.32M Buy
4,561
+29
+0.6% +$8.46K 0.12% 123
2021
Q1 		$1.27M Buy
4,532
+66
+1% +$17.1K 0.12% 122
2020
Q4 		$1.18M Buy
4,466
+362
+9% +$88.8K 0.12% 124
2020
Q3 		$977K Buy
4,104
+1,005
+32% +$244K 0.11% 134
2020
Q2 		$657K Buy
3,099
+1,032
+50% +$199K 0.09% 152
2020
Q1 		$358K Buy
2,067
+93
+5% +$18.4K 0.06% 153
2019
Q4 		$420K Sell
1,974
-50
-2% -$10.1K 0.05% 161
2019
Q3 		$392K Buy
2,024
+50
+3% +$9.69K 0.05% 162
2019
Q2 		$397K Sell
1,974
-53
-3% -$9.92K 0.05% 166
2019
Q1 		$360K Sell
2,027
-187
-8% -$31.1K 0.05% 186
2018
Q4 		$337K Buy
+2,214
New +$350K 0.05% 185

Other funds holding LIN

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Venturi Wealth Management's LIN Position: Q2 2026 in Review

Venturi Wealth Management increased its Linde (LIN) stake by 8% in Q2 2026, buying an estimated $89.6K and bringing the position to 2,383 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #192.

Venturi Wealth Management first reported a position in LIN in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.46M in Q1 2025. 511 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Venturi Wealth Management held 2,383 shares of Linde worth $1.24M as of Q2 2026.
  • Venturi Wealth Management bought 177 Linde shares in Q2 2026, an estimated $89.6K.
  • Linde made up 0.05% of Venturi Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Venturi Wealth Management first reported a position in Linde in Q4 2018 and has held it in 31 quarters since.
  • Venturi Wealth Management's Linde position peaked at $2.46M in Q1 2025.
  • 511 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.