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Wealthspire Advisors (New York)’s Linde LIN Stock Holding History

Wealthspire Advisors (New York)’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 		$2.07M Sell
4,179
-746
-15% -$352K 0.02% 284
2025
Q4 		$2.1M Buy
4,925
+1,624
+49% +$696K 0.02% 288
2025
Q3 		$1.57M Sell
3,301
-285
-8% -$135K 0.01% 314
2025
Q2 		$1.68M Buy
3,586
+282
+9% +$129K 0.01% 302
2025
Q1 		$1.54M Buy
3,304
+95
+3% +$42.8K 0.01% 311
2024
Q4 		$1.34M Buy
3,209
+163
+5% +$74.3K 0.01% 312
2024
Q3 		$1.45M Buy
3,046
+185
+6% +$84.4K 0.01% 306
2024
Q2 		$1.26M Sell
2,861
-145
-5% -$63.8K 0.02% 278
2024
Q1 		$1.4M Sell
3,006
-158
-5% -$68.4K 0.02% 257
2023
Q4 		$1.3M Buy
3,164
+449
+17% +$177K 0.02% 267
2023
Q3 		$1.01M Buy
2,715
+319
+13% +$121K 0.02% 277
2023
Q2 		$913K Sell
2,396
-112
-4% -$40.9K 0.01% 261
2023
Q1 		$892K Sell
2,508
-1,115
-31% -$373K 0.02% 267
2022
Q4 		$1.18M Buy
3,623
+1,206
+50% +$378K 0.02% 231
2022
Q3 		$652K Buy
2,417
+67
+3% +$19.2K 0.01% 296
2022
Q2 		$676K Buy
2,350
+113
+5% +$35.3K 0.01% 273
2022
Q1 		$715K Sell
2,237
-1,386
-38% -$429K 0.02% 224
2021
Q4 		$1.25M Buy
3,623
+227
+7% +$73.5K 0.03% 202
2021
Q3 		$996K Buy
3,396
+1,206
+55% +$367K 0.02% 248
2021
Q2 		$633K Sell
2,190
-5,013
-70% -$1.46M 0.02% 205
2021
Q1 		$2.02M Buy
7,203
+640
+10% +$166K 0.05% 172
2020
Q4 		$1.73M Buy
6,563
+3,390
+107% +$832K 0.05% 148
2020
Q3 		$756K Buy
3,173
+9
+0.3% +$2.18K 0.04% 147
2020
Q2 		$671K Sell
3,164
-3,066
-49% -$592K 0.05% 135
2020
Q1 		$1.08M Buy
6,230
+4,434
+247% +$875K 0.05% 184
2019
Q4 		$382K Buy
1,796
+355
+25% +$71.5K 0.03% 122
2019
Q3 		$279K Buy
+1,441
New +$279K 0.02% 125
2019
Q1 		– Sell
-513
Closed -$80K – 469
2018
Q4 		$80K Buy
+513
New +$81.1K 0.01% 126

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

Wealthspire Advisors (New York)'s LIN Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Linde (LIN) stake by 15% in Q1 2026, selling an estimated $352K and leaving 4,179 shares worth $2.07M. The position accounts for 0.02% of the portfolio, ranked #284.

Wealthspire Advisors (New York) first reported a position in LIN in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.1M in Q4 2025. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,179 shares of Linde worth $2.07M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 746 Linde shares in Q1 2026, an estimated $352K.
  • Linde made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #284 holding.
  • Wealthspire Advisors (New York) first reported a position in Linde in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s Linde position peaked at $2.1M in Q4 2025.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.