AAS
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Avantax Advisory Services’s Linde LIN Stock Holding History

Avantax 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
2025
Q2 		$18.5M Buy
39,511
+5,275
+15% +$2.41M 0.1% 157
2025
Q1 		$15.9M Buy
34,236
+1,995
+6% +$898K 0.1% 161
2024
Q4 		$13.5M Buy
32,241
+1,319
+4% +$601K 0.08% 174
2024
Q3 		$14.7M Sell
30,922
-3,337
-10% -$1.52M 0.1% 161
2024
Q2 		$15M Buy
34,259
+14,056
+70% +$6.18M 0.11% 146
2024
Q1 		$9.38M Buy
20,203
+820
+4% +$355K 0.08% 187
2023
Q4 		$7.96M Buy
19,383
+538
+3% +$212K 0.08% 199
2023
Q3 		$7.02M Buy
18,845
+1,471
+8% +$560K 0.08% 198
2023
Q2 		$6.62M Buy
17,374
+1,117
+7% +$408K 0.08% 202
2023
Q1 		$5.78M Buy
16,257
+4,510
+38% +$1.51M 0.07% 220
2022
Q4 		$3.83M Buy
11,747
+2,176
+23% +$682K 0.05% 273
2022
Q3 		$2.58M Sell
9,571
-580
-6% -$167K 0.04% 330
2022
Q2 		$2.92M Buy
10,151
+198
+2% +$61.9K 0.04% 300
2022
Q1 		$3.18M Buy
9,953
+855
+9% +$264K 0.04% 287
2021
Q4 		$3.15M Buy
9,098
+168
+2% +$54.4K 0.05% 279
2021
Q3 		$2.62M Sell
8,930
-466
-5% -$142K 0.04% 289
2021
Q2 		$2.72M Sell
9,396
-1,130
-11% -$329K 0.05% 272
2021
Q1 		$2.94M Sell
10,526
-402
-4% -$104K 0.06% 230
2020
Q4 		$2.88M Sell
10,928
-4,325
-28% -$1.06M 0.07% 202
2020
Q3 		$3.64M Buy
15,253
+4,201
+38% +$1.02M 0.06% 249
2020
Q2 		$2.34M Sell
11,052
-243
-2% -$46.9K 0.07% 199
2020
Q1 		$1.95M Buy
11,295
+1,594
+16% +$315K 0.06% 197
2019
Q4 		$2.06M Buy
9,701
+499
+5% +$101K 0.05% 203
2019
Q3 		$1.78M Buy
9,202
+1,624
+21% +$315K 0.07% 140
2019
Q2 		$1.52M Buy
7,578
+1,216
+19% +$228K 0.07% 141
2019
Q1 		$1.12M Sell
6,362
-855
-12% -$142K 0.06% 159
2018
Q4 		$1.13M Buy
+7,217
New +$1.14M 0.19% 119

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Advisory Services's LIN Position: Q2 2025 in Review

Avantax Advisory Services increased its Linde (LIN) stake by 15% in Q2 2025, buying an estimated $2.41M and bringing the position to 39,511 shares worth $18.5M. The position accounts for 0.1% of the portfolio, ranked #157.

Avantax Advisory Services first reported a position in LIN in Q4 2018 and has held it in 27 quarters since. 2,097 funds tracked by Wall St. Rank hold LIN as of Q2 2025.

  • Avantax Advisory Services held 39,511 shares of Linde worth $18.5M as of Q2 2025.
  • Avantax Advisory Services bought 5,275 Linde shares in Q2 2025, an estimated $2.41M.
  • Linde made up 0.1% of Avantax Advisory Services's portfolio in Q2 2025, its #157 holding.
  • Avantax Advisory Services first reported a position in Linde in Q4 2018 and has held it in 27 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Linde as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.