EWA
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EverSource Wealth Advisors’s Linde LIN Stock Holding History

EverSource 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
Q1 		$2.66M Buy
5,372
+1,107
+26% +$522K 0.08% 179
2025
Q4 		$1.82M Sell
4,265
-246
-5% -$105K 0.07% 207
2025
Q3 		$2.14M Buy
4,511
+238
+6% +$113K 0.08% 168
2025
Q2 		$2M Buy
4,273
+154
+4% +$70.3K 0.09% 164
2025
Q1 		$1.92M Buy
4,119
+674
+20% +$303K 0.11% 153
2024
Q4 		$1.44M Buy
3,445
+167
+5% +$76.1K 0.08% 192
2024
Q3 		$1.56M Buy
3,278
+144
+5% +$65.7K 0.1% 161
2024
Q2 		$1.42M Buy
3,134
+727
+30% +$320K 0.09% 169
2024
Q1 		$1.06M Buy
2,407
+258
+12% +$112K 0.08% 178
2023
Q4 		$883K Buy
2,149
+69
+3% +$27.2K 0.08% 175
2023
Q3 		$774K Sell
2,080
-35
-2% -$13.3K 0.08% 177
2023
Q2 		$806K Sell
2,115
-2
-0.1% -$730 0.09% 179
2023
Q1 		$752K Buy
2,117
+18
+0.9% +$6.03K 0.09% 167
2022
Q4 		$685K Sell
2,099
-713
-25% -$223K 0.1% 161
2022
Q3 		$758K Sell
2,812
-98
-3% -$28.1K 0.17% 113
2022
Q2 		$836K Buy
2,910
+575
+25% +$180K 0.22% 83
2022
Q1 		$746K Buy
2,335
+1,176
+101% +$364K 0.19% 106
2021
Q4 		$401K Buy
+1,159
New +$375K 0.11% 141

Other funds holding LIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EverSource Wealth Advisors's LIN Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Linde (LIN) stake by 26% in Q1 2026, buying an estimated $522K and bringing the position to 5,372 shares worth $2.66M. The position accounts for 0.08% of the portfolio, ranked #179.

EverSource Wealth Advisors first reported a position in LIN in Q4 2021 and has held it in 18 quarters since. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • EverSource Wealth Advisors held 5,372 shares of Linde worth $2.66M as of Q1 2026.
  • EverSource Wealth Advisors bought 1,107 Linde shares in Q1 2026, an estimated $522K.
  • Linde made up 0.08% of EverSource Wealth Advisors's portfolio in Q1 2026, its #179 holding.
  • EverSource Wealth Advisors first reported a position in Linde in Q4 2021 and has held it in 18 quarters since.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.