EFG
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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
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

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Everhart Financial Group's LIN Position: Q2 2026 in Review

Everhart Financial Group reduced its Linde (LIN) stake by 4.7% in Q2 2026, selling an estimated $61.8K and leaving 2,494 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #128.

Everhart Financial Group first reported a position in LIN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q1 2026. 435 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Everhart Financial Group held 2,494 shares of Linde worth $1.29M as of Q2 2026.
  • Everhart Financial Group sold 122 Linde shares in Q2 2026, an estimated $61.8K.
  • Linde made up 0.08% of Everhart Financial Group's portfolio in Q2 2026, its #128 holding.
  • Everhart Financial Group first reported a position in Linde in Q3 2023 and has held it in 12 quarters since.
  • Everhart Financial Group's Linde position peaked at $1.3M in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.