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Avantax Planning Partners’s Linde LIN Stock Holding History

Avantax Planning Partners’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 		$2.27M Sell
4,369
-1
-0% -$506 0.06% 133
2026
Q1 		$2.17M Buy
4,370
+84
+2% +$39.6K 0.06% 130
2025
Q4 		$1.83M Buy
4,286
+164
+4% +$70.3K 0.05% 138
2025
Q3 		$1.96M Buy
4,122
+357
+9% +$169K 0.06% 134
2025
Q2 		$1.77M Buy
3,765
+282
+8% +$129K 0.06% 141
2025
Q1 		$1.62M Buy
3,483
+259
+8% +$117K 0.06% 143
2024
Q4 		$1.35M Buy
3,224
+114
+4% +$52K 0.05% 155
2024
Q3 		$1.48M Sell
3,110
-1,221
-28% -$557K 0.05% 147
2024
Q2 		$1.9M Sell
4,331
-44
-1% -$19.4K 0.06% 146
2024
Q1 		$2.03M Buy
4,375
+477
+12% +$207K 0.07% 146
2023
Q4 		$1.6M Sell
3,898
-249
-6% -$98.2K 0.06% 131
2023
Q3 		$1.54M Buy
4,147
+78
+2% +$29.7K 0.06% 122
2023
Q2 		$1.55M Sell
4,069
-132
-3% -$48.2K 0.06% 128
2023
Q1 		$1.49M Buy
4,201
+103
+3% +$34.5K 0.06% 130
2022
Q4 		$1.34M Buy
4,098
+694
+20% +$218K 0.05% 135
2022
Q3 		$918K Buy
3,404
+2,163
+174% +$621K 0.04% 159
2022
Q2 		$357K Buy
1,241
+6
+0.5% +$1.87K 0.02% 251
2022
Q1 		$394K Sell
1,235
-38
-3% -$11.7K 0.02% 246
2021
Q4 		$441K Buy
1,273
+532
+72% +$172K 0.02% 226
2021
Q3 		$217K Buy
741
+25
+3% +$7.6K 0.01% 308
2021
Q2 		$207K Buy
+716
New +$209K 0.01% 305
2020
Q2 		– Sell
-2,386
Closed -$413K – 287
2020
Q1 		$413K Buy
2,386
+766
+47% +$151K 0.03% 172
2019
Q4 		$345K Sell
1,620
-98
-6% -$19.7K 0.02% 217
2019
Q3 		$333K Buy
1,718
+105
+7% +$20.3K 0.02% 216
2019
Q2 		$325K Sell
1,613
-122
-7% -$22.8K 0.02% 224
2019
Q1 		$305K Buy
+1,735
New +$288K 0.02% 228

Other funds holding LIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Planning Partners's LIN Position: Q2 2026 in Review

Avantax Planning Partners reduced its Linde (LIN) stake by 0.02% in Q2 2026, selling an estimated $506 and leaving 4,369 shares worth $2.27M. The position accounts for 0.06% of the portfolio, ranked #133.

Avantax Planning Partners first reported a position in LIN in Q1 2019 and has held it in 26 quarters since. 2,345 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Avantax Planning Partners held 4,369 shares of Linde worth $2.27M as of Q2 2026.
  • Avantax Planning Partners sold 1 Linde share in Q2 2026, an estimated $506.
  • Linde made up 0.06% of Avantax Planning Partners's portfolio in Q2 2026, its #133 holding.
  • Avantax Planning Partners first reported a position in Linde in Q1 2019 and has held it in 26 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.