Blue Zone Wealth Advisors
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Blue Zone Wealth Advisors’s Linde LIN Stock Holding History

Blue Zone Wealth Advisors’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 		$6.03M Sell
12,695
-31
-0.2% -$15.2K 0.95% 26
2026
Q2 		$6.6M Sell
12,726
-320
-2% -$162K 1.15% 24
2026
Q1 		$6.47M Sell
13,046
-536
-4% -$253K 1.32% 24
2025
Q4 		$5.79M Buy
13,582
+349
+3% +$150K 1.11% 35
2025
Q3 		$6.29M Buy
13,233
+789
+6% +$374K 1.25% 32
2025
Q2 		$5.84M Buy
12,444
+599
+5% +$273K 1.46% 32
2025
Q1 		$5.52M Buy
11,845
+2,362
+25% +$1.06M 1.53% 29
2024
Q4 		$3.97M Buy
9,483
+6,038
+175% +$2.75M 1.14% 42
2024
Q3 		$1.64M Buy
3,445
+68
+2% +$31K 0.51% 56
2024
Q2 		$1.48M Sell
3,377
-80
-2% -$35.2K 0.51% 57
2024
Q1 		$1.61M Buy
3,457
+6
+0.2% +$2.6K 0.55% 54
2023
Q4 		$1.42M Hold
3,451
– – 0.57% 52
2023
Q3 		$1.28M Hold
3,451
– – 0.56% 52
2023
Q2 		$1.32M Sell
3,451
-2
-0.1% -$730 0.61% 49
2023
Q1 		$1.23M Sell
3,453
-3,668
-52% -$1.23M 0.66% 46
2022
Q4 		$2.32M Sell
7,121
-5
-0.1% -$1.57K 1.24% 32
2022
Q3 		$1.92M Sell
7,126
-36
-0.5% -$10.3K 0.99% 39
2022
Q2 		$2.06M Sell
7,162
-81
-1% -$25.3K 0.93% 45
2022
Q1 		$2.31M Buy
7,243
+2
+0% +$618 0.86% 44
2021
Q4 		$2.51M Buy
7,241
+6
+0.1% +$1.94K 0.83% 49
2021
Q3 		$2.12M Sell
7,235
-20
-0.3% -$6.08K 0.74% 55
2021
Q2 		$2.1M Buy
7,255
+80
+1% +$23.3K 0.79% 54
2021
Q1 		$2.01M Hold
7,175
– – 0.86% 50
2020
Q4 		$1.89M Hold
7,175
– – 0.91% 39
2020
Q3 		$1.71M Sell
7,175
-1,731
-19% -$420K 0.96% 29
2020
Q2 		$1.89M Buy
+8,906
New +$1.72M 1.05% 24

Other funds holding LIN

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Blue Zone Wealth Advisors's LIN Position: Q3 2026 in Review

Blue Zone Wealth Advisors reduced its Linde (LIN) stake by 0.24% in Q3 2026, selling an estimated $15.2K and leaving 12,695 shares worth $6.03M. The position accounts for 0.95% of the portfolio, ranked #26.

Blue Zone Wealth Advisors first reported a position in LIN in Q2 2020 and has held it in 26 quarters since. The position peaked at $6.6M in Q2 2026. 605 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Blue Zone Wealth Advisors held 12,695 shares of Linde worth $6.03M as of Q3 2026.
  • Blue Zone Wealth Advisors sold 31 Linde shares in Q3 2026, an estimated $15.2K.
  • Linde made up 0.95% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #26 holding.
  • Blue Zone Wealth Advisors first reported a position in Linde in Q2 2020 and has held it in 26 quarters since.
  • Blue Zone Wealth Advisors's Linde position peaked at $6.6M in Q2 2026.
  • 605 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.