Venturi Wealth Management’s Linde LIN Stock Holding History
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
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. 2,341 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.
- 2,341 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.