BWM
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BigSur Wealth Management’s Linde LIN Stock Holding History

BigSur Wealth Management’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 		$283K Sell
546
-215
-28% -$109K 0.07% 141
2026
Q1 		$377K Hold
761
– – 0.11% 133
2025
Q4 		$324K Buy
761
+110
+17% +$47.1K 0.08% 134
2025
Q3 		$309K Buy
651
+20
+3% +$9.47K 0.08% 132
2025
Q2 		$296K Buy
631
+83
+15% +$37.9K 0.07% 133
2025
Q1 		$255K Hold
548
– – 0.07% 137
2024
Q4 		$229K Buy
548
+5
+0.9% +$2.28K 0.07% 140
2024
Q3 		$259K Buy
543
+36
+7% +$16.4K 0.07% 135
2024
Q2 		$222K Sell
507
-94
-16% -$41.4K 0.07% 138
2024
Q1 		$279K Sell
601
-31
-5% -$13.4K 0.09% 128
2023
Q4 		$260K Buy
632
+10
+2% +$3.94K 0.12% 96
2023
Q3 		$232K Sell
622
-26
-4% -$9.89K 0.12% 94
2023
Q2 		$247K Buy
648
+16
+3% +$5.84K 0.12% 102
2023
Q1 		$225K Sell
632
-40
-6% -$13.4K 0.11% 109
2022
Q4 		$219K Sell
672
-90
-12% -$28.2K 0.11% 107
2022
Q3 		$205K Buy
762
+49
+7% +$14.1K 0.1% 109
2022
Q2 		$205K Sell
713
-11
-2% -$3.44K 0.1% 116
2022
Q1 		$231K Sell
724
-17
-2% -$5.26K 0.09% 114
2021
Q4 		$257K Sell
741
-27
-4% -$8.75K 0.1% 113
2021
Q3 		$225K Hold
768
– – 0.1% 110
2021
Q2 		$222K Hold
768
– – 0.1% 109
2021
Q1 		$215K Buy
+768
New +$199K 0.11% 106

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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

BigSur Wealth Management's LIN Position: Q2 2026 in Review

BigSur Wealth Management reduced its Linde (LIN) stake by 28% in Q2 2026, selling an estimated $109K and leaving 546 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #141.

BigSur Wealth Management first reported a position in LIN in Q1 2021 and has held it in 22 quarters since. The position peaked at $377K in Q1 2026. 561 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • BigSur Wealth Management held 546 shares of Linde worth $283K as of Q2 2026.
  • BigSur Wealth Management sold 215 Linde shares in Q2 2026, an estimated $109K.
  • Linde made up 0.07% of BigSur Wealth Management's portfolio in Q2 2026, its #141 holding.
  • BigSur Wealth Management first reported a position in Linde in Q1 2021 and has held it in 22 quarters since.
  • BigSur Wealth Management's Linde position peaked at $377K in Q1 2026.
  • 561 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.