VWM
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Vertrix Wealth Management’s Linde LIN Stock Holding History

Vertrix 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 		$5.5M Buy
10,602
+68
+0.6% +$34.4K 1.85% 14
2026
Q1 		$5.22M Buy
+10,534
New +$4.97M 1.92% 15

Other funds holding LIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vertrix Wealth Management increased its Linde (LIN) stake by 0.65% in Q2 2026, buying an estimated $34.4K and bringing the position to 10,602 shares worth $5.5M. The position accounts for 1.85% of the portfolio, ranked #14.

Vertrix Wealth Management first reported a position in LIN in Q1 2026 and has held it in 2 quarters since. 2,328 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Vertrix Wealth Management held 10,602 shares of Linde worth $5.5M as of Q2 2026.
  • Vertrix Wealth Management bought 68 Linde shares in Q2 2026, an estimated $34.4K.
  • Linde made up 1.85% of Vertrix Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Vertrix Wealth Management first reported a position in Linde in Q1 2026 and has held it in 2 quarters since.
  • 2,328 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.