AAS
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Annex Advisory Services’s Linde LIN Stock Holding History

Annex Advisory Services’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 		$2.3M Sell
4,436
-1,136
-20% -$575K 0.04% 152
2026
Q1 		$2.76M Sell
5,572
-1,611
-22% -$760K 0.05% 137
2025
Q4 		$3.06M Sell
7,183
-79,045
-92% -$33.9M 0.06% 136
2025
Q3 		$41M Buy
86,228
+3,217
+4% +$1.52M 0.87% 37
2025
Q2 		$38.9M Buy
83,011
+7,070
+9% +$3.23M 0.94% 31
2025
Q1 		$35.4M Buy
75,941
+7,655
+11% +$3.45M 1% 24
2024
Q4 		$28.6M Buy
68,286
+9,526
+16% +$4.34M 0.86% 26
2024
Q3 		$28M Buy
58,760
+5,032
+9% +$2.3M 0.9% 25
2024
Q2 		$23.6M Buy
53,728
+9,171
+21% +$4.04M 0.83% 25
2024
Q1 		$20.7M Buy
44,557
+2,835
+7% +$1.23M 0.73% 27
2023
Q4 		$17.1M Buy
41,722
+3,390
+9% +$1.34M 0.72% 33
2023
Q3 		$14.3M Sell
38,332
-3,299
-8% -$1.26M 0.86% 28
2023
Q2 		$15.9M Buy
41,631
+1,811
+5% +$661K 0.88% 25
2023
Q1 		$14.2M Buy
39,820
+2,533
+7% +$848K 0.76% 23
2022
Q4 		$12.2M Buy
37,287
+2,330
+7% +$730K 0.69% 26
2022
Q3 		$9.42M Buy
34,957
+1,778
+5% +$511K 0.64% 28
2022
Q2 		$9.54M Buy
33,179
+8,244
+33% +$2.58M 0.69% 25
2022
Q1 		$7.96M Buy
24,935
+4,478
+22% +$1.38M 0.58% 30
2021
Q4 		$7.09M Buy
20,457
+3,793
+23% +$1.23M 0.49% 34
2021
Q3 		$4.89M Buy
16,664
+5,575
+50% +$1.69M 0.4% 42
2021
Q2 		$3.21M Buy
11,089
+1,224
+12% +$357K 0.26% 70
2021
Q1 		$2.76M Buy
+9,865
New +$2.56M 0.27% 68

Other funds holding LIN

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Annex Advisory Services's LIN Position: Q2 2026 in Review

Annex Advisory Services reduced its Linde (LIN) stake by 20% in Q2 2026, selling an estimated $575K and leaving 4,436 shares worth $2.3M. The position accounts for 0.04% of the portfolio, ranked #152.

Annex Advisory Services first reported a position in LIN in Q1 2021 and has held it in 22 quarters since. The position peaked at $41M in Q3 2025. 378 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Annex Advisory Services held 4,436 shares of Linde worth $2.3M as of Q2 2026.
  • Annex Advisory Services sold 1,136 Linde shares in Q2 2026, an estimated $575K.
  • Linde made up 0.04% of Annex Advisory Services's portfolio in Q2 2026, its #152 holding.
  • Annex Advisory Services first reported a position in Linde in Q1 2021 and has held it in 22 quarters since.
  • Annex Advisory Services's Linde position peaked at $41M in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.