Consilium Wealth Advisory
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Consilium Wealth Advisory’s Linde LIN Stock Holding History

Consilium Wealth Advisory’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 		$1.35M Buy
2,849
+4
+0.1% +$1.96K 0.4% 44
2026
Q2 		$1.48M Sell
2,845
-44
-2% -$22.3K 0.44% 41
2026
Q1 		$1.43M Buy
2,889
+1,397
+94% +$659K 0.49% 39
2025
Q4 		$636K Buy
1,492
+107
+8% +$45.8K 0.23% 61
2025
Q3 		$658K Buy
1,385
+50
+4% +$23.7K 0.25% 61
2025
Q2 		$626K Buy
1,335
+15
+1% +$6.85K 0.26% 61
2025
Q1 		$615K Sell
1,320
-22
-2% -$9.9K 0.31% 53
2024
Q4 		$562K Sell
1,342
-912
-40% -$416K 0.27% 56
2024
Q3 		$1.08M Buy
2,254
+52
+2% +$23.7K 0.59% 35
2024
Q2 		$966K Buy
2,202
+396
+22% +$174K 0.53% 37
2024
Q1 		$839K Buy
1,806
+212
+13% +$91.8K 0.47% 42
2023
Q4 		$655K Buy
1,594
+851
+115% +$336K 0.39% 46
2023
Q3 		$277K Buy
743
+32
+5% +$12.2K 0.19% 70
2023
Q2 		$271K Buy
+711
New +$260K 0.19% 71

Other funds holding LIN

Freemont Capital
Freemont Capital Singapore $4.53B AUM 15.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Consilium Wealth Advisory's LIN Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Linde (LIN) stake by 0.14% in Q3 2026, buying an estimated $1.96K and bringing the position to 2,849 shares worth $1.35M. The position accounts for 0.4% of the portfolio, ranked #44.

Consilium Wealth Advisory first reported a position in LIN in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.48M in Q2 2026. 1,182 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Consilium Wealth Advisory held 2,849 shares of Linde worth $1.35M as of Q3 2026.
  • Consilium Wealth Advisory bought 4 Linde shares in Q3 2026, an estimated $1.96K.
  • Linde made up 0.4% of Consilium Wealth Advisory's portfolio in Q3 2026, its #44 holding.
  • Consilium Wealth Advisory first reported a position in Linde in Q2 2023 and has held it in 14 quarters since.
  • Consilium Wealth Advisory's Linde position peaked at $1.48M in Q2 2026.
  • 1,182 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.