Aletheian Wealth Advisors’s Linde LIN Stock Holding History

Aletheian Wealth Advisors’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 Q3	$267K	Buy	563 +9	+2%	+$4.42K	0.11%	92
2026 Q2	$287K	Buy	554 +46	+9%	+$23.3K	0.12%	88
2026 Q1	$252K	Buy	+508	New	+$240K	0.12%	81
2025 Q3	$291K	Buy	613 +1	+0.2%	+$473	0.14%	76
2025 Q2	$287K	Sell	612 -15	-2%	-$6.85K	0.14%	75
2025 Q1	$292K	Buy	+627	New	+$282K	0.16%	70
2024 Q4	–	Sell	-422	Closed	-$201K	–	82
2024 Q3	$201K	Buy	+422	New	+$193K	0.12%	79

Other funds holding LIN

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

Aletheian Wealth Advisors's LIN Position: Q3 2026 in Review

Aletheian Wealth Advisors increased its Linde (LIN) stake by 1.6% in Q3 2026, buying an estimated $4.42K and bringing the position to 563 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #92.

Aletheian Wealth Advisors first reported a position in LIN in Q3 2024 and has held it in 7 quarters since. The position peaked at $292K in Q1 2025. 118 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

Aletheian Wealth Advisors held 563 shares of Linde worth $267K as of Q3 2026.
Aletheian Wealth Advisors bought 9 Linde shares in Q3 2026, an estimated $4.42K.
Linde made up 0.11% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #92 holding.
Aletheian Wealth Advisors first reported a position in Linde in Q3 2024 and has held it in 7 quarters since.
Aletheian Wealth Advisors's Linde position peaked at $292K in Q1 2025.
118 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.