Linde plc
DE ˙ DUSE ˙ IE000S9YS762
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityDE:WM2 / Linde plc
InstitutionVenturi Wealth Management, LLC
Latest Disclosed Ownership2,206 shares
Latest Disclosed Value $ 1,093,098
Venturi Wealth Management, LLC reports 34.64% decrease in ownership of WM2 / Linde plc

On April 21, 2026 - Venturi Wealth Management, LLC filed a 13F-HR form disclosing ownership of 2,206 shares of Linde plc (DE:WM2) valued at $1,093,098 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 3,375 shares of Linde plc. This represents a change in shares of -34.64% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F Linde PLC Com Common Stock G54950103 2,206 -1,169 -34.64 1,093 -23.99 0.0492
2026-01-22 2025-12-31 13F Linde PLC Com Common Stock G54950103 3,375 -1,354 -28.63 1,438 -35.98 0.0639
2025-10-23 2025-09-30 13F Linde PLC Com Common Stock G54950103 4,729 -494 -9.46 2,246 -8.33 0.0568
2025-07-23 2025-06-30 13F Linde PLC Com Common Stock G54950103 5,223 -68 -1.29 2,451 -0.53 0.1211
2025-05-06 2025-03-31 13F LINDE SHS G54950103 5,291 182 3.56 2,464 15.15 0.1282
2025-01-31 2024-12-31 13F LINDE SHS G54950103 5,109 112 2.24 2,139 -10.20 0.1053
2024-11-04 2024-09-30 13F LINDE SHS G54950103 4,997 439 9.63 2,383 19.10 0.1247
2024-07-19 2024-06-30 13F LINDE SHS G54950103 4,558 359 8.55 2,000 2.62 0.1185
2024-04-23 2024-03-31 13F LINDE SHS G54950103 4,199 -111 -2.58 1,950 10.11 0.1252
2024-01-23 2023-12-31 13F LINDE SHS G54950103 4,310 369 9.36 1,770 20.65 0.1251
2023-11-02 2023-09-30 13F LINDE SHS G54950103 3,941 -31 -0.78 1,468 -3.04 0.1154
2023-07-24 2023-06-30 13F LINDE SHS G54950103 3,972 212 5.64 1,514 13.25 0.1216
2023-05-02 2023-03-31 13F LINDE SHS G54950103 3,760 -78 -2.03 1,337 6.79 0.1098
2023-01-31 2022-12-31 13F LINDE SHS G5494J103 3,838 -28 -0.72 1,252 20.06 0.1105
2022-11-14 2022-09-30 13F LINDE SHS G5494J103 3,866 135 3.62 1,042 -2.89 0.1001
2022-08-12 2022-06-30 13F LINDE SHS G5494J103 3,731 79 2.16 1,073 -8.05 0.0958
2022-05-13 2022-03-31 13F LINDE SHS G5494J103 3,652 -129 -3.41 1,167 -10.92 0.0894
2022-02-08 2021-12-31 13F LINDE SHS G5494J103 3,781 -158 -4.01 1,310 13.32 0.0992
2021-11-10 2021-09-30 13F/A-1 LINDE SHS G5494J103 3,939 -622 -13.64 1,156 -12.36 0.0965
2021-10-19 2021-09-30 13F LINDE SHS G5494J103 3,939 -622 1,156 0.0867
2021-08-02 2021-06-30 13F LINDE SHS G5494J103 4,561 29 0.64 1,319 3.94 0.1173
2021-04-22 2021-03-31 13F LINDE SHS G5494J103 4,532 66 1.48 1,269 7.82 0.1212
2021-01-28 2020-12-31 13F LINDE SHS G5494J103 4,466 362 8.82 1,177 20.47 0.1219
2020-11-03 2020-09-30 13F LINDE SHS G5494J103 4,104 1,005 32.43 977 48.71 0.1131
2020-08-05 2020-06-30 13F LINDE SHS G5494J103 3,099 1,032 49.93 657 83.52 0.0882
2020-05-15 2020-03-31 13F/A-1 LINDE SHS G5494J103 2,067 93 4.71 358 -14.76 0.0612
2020-01-27 2019-12-31 13F LINDE SHS G5494J103 1,974 -50 -2.47 420 7.14 0.0510
2019-11-07 2019-09-30 13F/A-1 LINDE SHS G5494J103 2,024 50 2.53 392 -1.26 0.0505
2019-10-29 2019-09-30 13F LINDE SHS G5494J103 2,024 50 392
2019-08-07 2019-06-30 13F LINDE SHS G5494J103 1,974 -53 -2.61 397 10.28 0.0538
2019-05-14 2019-03-31 13F LINDE COM G5494J103 2,027 -187 -8.45 360 6.82 0.0468
2019-02-12 2018-12-31 13F LINDE COM G5494J103 2,214 2,214 337 0.0544
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.