Everhart Financial Group
LIN icon

Everhart Financial Group’s Linde LIN Stock Holding History

Everhart Financial Group’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 		$1.12M Sell
2,357
-137
-5% -$67.3K 0.07% 159
2026
Q2 		$1.29M Sell
2,494
-122
-5% -$61.8K 0.08% 128
2026
Q1 		$1.3M Buy
2,616
+878
+51% +$414K 0.11% 126
2025
Q4 		$741K Sell
1,738
-647
-27% -$277K 0.07% 204
2025
Q3 		$1.13M Buy
2,385
+175
+8% +$82.8K 0.11% 125
2025
Q2 		$1.04M Buy
2,210
+58
+3% +$26.5K 0.12% 116
2025
Q1 		$1M Buy
2,152
+298
+16% +$134K 0.14% 107
2024
Q4 		$776K Sell
1,854
-163
-8% -$74.3K 0.16% 134
2024
Q3 		$962K Buy
2,017
+269
+15% +$123K 0.21% 108
2024
Q2 		$767K Buy
1,748
+247
+16% +$109K 0.2% 107
2024
Q1 		$697K Buy
1,501
+616
+70% +$267K 0.2% 109
2023
Q4 		$363K Buy
885
+312
+54% +$123K 0.13% 150
2023
Q3 		$213K Buy
+573
New +$218K 0.09% 194

Other funds holding LIN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Freemont Capital
Freemont Capital Singapore $4.53B AUM 15.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Everhart Financial Group's LIN Position: Q3 2026 in Review

Everhart Financial Group reduced its Linde (LIN) stake by 5.5% in Q3 2026, selling an estimated $67.3K and leaving 2,357 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #159.

Everhart Financial Group first reported a position in LIN in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.3M in Q1 2026. 1,356 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Everhart Financial Group held 2,357 shares of Linde worth $1.12M as of Q3 2026.
  • Everhart Financial Group sold 137 Linde shares in Q3 2026, an estimated $67.3K.
  • Linde made up 0.07% of Everhart Financial Group's portfolio in Q3 2026, its #159 holding.
  • Everhart Financial Group first reported a position in Linde in Q3 2023 and has held it in 13 quarters since.
  • Everhart Financial Group's Linde position peaked at $1.3M in Q1 2026.
  • 1,356 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.