Western Financial Corp’s Linde LIN Stock Holding History

Western Financial Corp’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
2025 Q4	–	Sell	-991	Closed	-$471K	–	120
2025 Q3	$471K	Buy	991 +114	+13%	+$54K	0.2%	92
2025 Q2	$411K	Buy	877 +37	+4%	+$16.9K	0.22%	94
2025 Q1	$391K	Buy	840 +92	+12%	+$41.4K	0.23%	93
2024 Q4	$313K	Buy	748 +210	+39%	+$95.7K	0.17%	117
2024 Q3	$257K	Sell	538 -3	-0.6%	-$1.37K	0.15%	111
2024 Q2	$237K	Buy	541 +9	+2%	+$3.96K	0.14%	106
2024 Q1	$247K	Buy	+532	New	+$230K	0.15%	110

Other funds holding LIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Western Financial Corp's LIN Position: Q4 2025 in Review

Western Financial Corp sold out of Linde (LIN) in Q4 2025, closing a stake of 991 shares — an estimated $471K sold.

Western Financial Corp first reported a position in LIN in Q1 2024 and held it in 7 quarters. The position peaked at $471K in Q3 2025. 2,128 funds tracked by Wall St. Rank hold LIN as of Q4 2025.

Western Financial Corp reported no remaining Linde position as of Q4 2025 after selling out during the quarter.
Western Financial Corp sold 991 Linde shares in Q4 2025, an estimated $471K.
Western Financial Corp first reported a position in Linde in Q1 2024 and held it in 7 quarters.
Western Financial Corp's Linde position peaked at $471K in Q3 2025.
2,128 funds tracked by Wall St. Rank held Linde as of Q4 2025.

Based on Western Financial Corp's 13F filing for Q4 2025, filed 21 Jan 2026.