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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Planning Partners's LIN Position: Q1 2026 in Review

Avantax Planning Partners increased its Linde (LIN) stake by 2% in Q1 2026, buying an estimated $39.6K and bringing the position to 4,370 shares worth $2.17M. The position accounts for 0.06% of the portfolio, ranked #130.

Avantax Planning Partners first reported a position in LIN in Q1 2019 and has held it in 25 quarters since. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Avantax Planning Partners held 4,370 shares of Linde worth $2.17M as of Q1 2026.
  • Avantax Planning Partners bought 84 Linde shares in Q1 2026, an estimated $39.6K.
  • Linde made up 0.06% of Avantax Planning Partners's portfolio in Q1 2026, its #130 holding.
  • Avantax Planning Partners first reported a position in Linde in Q1 2019 and has held it in 25 quarters since.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.