Annex Advisory Services
LIN icon

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
Q3 		$2.19M Buy
4,607
+171
+4% +$84K 0.04% 152
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 		$9.5M 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

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Annex Advisory Services's LIN Position: Q3 2026 in Review

Annex Advisory Services increased its Linde (LIN) stake by 3.9% in Q3 2026, buying an estimated $84K and bringing the position to 4,607 shares worth $2.19M. 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 23 quarters since. The position peaked at $41M in Q3 2025. 488 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Annex Advisory Services held 4,607 shares of Linde worth $2.19M as of Q3 2026.
  • Annex Advisory Services bought 171 Linde shares in Q3 2026, an estimated $84K.
  • Linde made up 0.04% of Annex Advisory Services's portfolio in Q3 2026, its #152 holding.
  • Annex Advisory Services first reported a position in Linde in Q1 2021 and has held it in 23 quarters since.
  • Annex Advisory Services's Linde position peaked at $41M in Q3 2025.
  • 488 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.