CWS Financial Advisors
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CWS Financial Advisors’s Linde LIN Stock Holding History

CWS Financial 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 		$1M Sell
2,114
-270
-11% -$133K 0.22% 64
2026
Q2 		$1.24M Buy
2,384
+229
+11% +$116K 0.27% 54
2026
Q1 		$1.07M Buy
2,155
+156
+8% +$73.6K 0.27% 53
2025
Q4 		$852K Buy
1,999
+303
+18% +$130K 0.23% 58
2025
Q3 		$806K Buy
1,696
+199
+13% +$94.2K 0.22% 59
2025
Q2 		$702K Buy
1,497
+285
+24% +$130K 0.2% 60
2025
Q1 		$564K Hold
1,212
– – 0.18% 66
2024
Q4 		$507K Buy
1,212
+286
+31% +$130K 0.16% 69
2024
Q3 		$442K Buy
926
+82
+10% +$37.4K 0.16% 73
2024
Q2 		$370K Sell
844
-5
-0.6% -$2.2K 0.15% 76
2024
Q1 		$394K Sell
849
-2,300
-73% -$996K 0.16% 70
2023
Q4 		$1.29M Sell
3,149
-311
-9% -$123K 0.49% 28
2023
Q3 		$1.29M Sell
3,460
-90
-3% -$34.3K 0.52% 26
2023
Q2 		$1.35M Sell
3,550
-79
-2% -$28.8K 0.51% 25
2023
Q1 		$1.29M Sell
3,629
-1,154
-24% -$386K 0.51% 26
2022
Q4 		$1.34M Buy
4,783
+1,049
+28% +$329K 0.58% 19
2022
Q3 		$1.01M Buy
3,734
+3
+0.1% +$862 0.48% 29
2022
Q2 		$1.07M Sell
3,731
-203
-5% -$63.4K 0.49% 29
2022
Q1 		$1.26M Sell
3,934
-1
-0% -$309 0.47% 28
2021
Q4 		$1.36M Buy
+3,935
New +$1.27M 0.48% 28
2021
Q2 		$1.33M Sell
4,593
-190
-4% -$55.4K 0.53% 22
2021
Q1 		$1.34M Sell
4,783
-124
-3% -$32.2K 0.58% 19
2020
Q4 		$1.29M Sell
4,907
-15
-0.3% -$3.68K 0.75% 17
2020
Q3 		$1.17M Sell
4,922
-130
-3% -$31.5K 0.78% 14
2020
Q2 		$1.07M Buy
5,052
+889
+21% +$172K 0.77% 17
2020
Q1 		$886K Hold
4,163
– – 0.66% 18
2019
Q4 		$886K Buy
+4,163
New +$839K 0.65% 18

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

CWS Financial Advisors's LIN Position: Q3 2026 in Review

CWS Financial Advisors reduced its Linde (LIN) stake by 11% in Q3 2026, selling an estimated $133K and leaving 2,114 shares worth $1M. The position accounts for 0.22% of the portfolio, ranked #64.

CWS Financial Advisors first reported a position in LIN in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.36M in Q4 2021. 651 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • CWS Financial Advisors held 2,114 shares of Linde worth $1M as of Q3 2026.
  • CWS Financial Advisors sold 270 Linde shares in Q3 2026, an estimated $133K.
  • Linde made up 0.22% of CWS Financial Advisors's portfolio in Q3 2026, its #64 holding.
  • CWS Financial Advisors first reported a position in Linde in Q4 2019 and has held it in 27 quarters since.
  • CWS Financial Advisors's Linde position peaked at $1.36M in Q4 2021.
  • 651 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.