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Fermata Advisors’s Linde LIN Stock Holding History

Fermata 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 		$411K Sell
865
-343
-28% -$169K 0.08% 175
2026
Q2 		$627K Buy
1,208
+43
+4% +$21.8K 0.13% 136
2026
Q1 		$578K Buy
+1,165
New +$550K 0.13% 132
2025
Q2 		– Sell
-471
Closed -$219K – 256
2025
Q1 		$219K Sell
471
-95
-17% -$42.8K 0.04% 256
2024
Q4 		$237K Sell
566
-14
-2% -$6.38K 0.04% 231
2024
Q3 		$276K Buy
580
+86
+17% +$39.2K 0.06% 192
2024
Q2 		$217K Sell
494
-294
-37% -$129K 0.05% 208
2024
Q1 		$366K Buy
788
+118
+18% +$51.1K 0.08% 138
2023
Q4 		$275K Buy
670
+27
+4% +$10.6K 0.07% 142
2023
Q3 		$239K Buy
+643
New +$245K 0.07% 138

Other funds holding LIN

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Fermata Advisors's LIN Position: Q3 2026 in Review

Fermata Advisors reduced its Linde (LIN) stake by 28% in Q3 2026, selling an estimated $169K and leaving 865 shares worth $411K. The position accounts for 0.08% of the portfolio, ranked #175.

Fermata Advisors first reported a position in LIN in Q3 2023 and has held it in 10 quarters since. The position peaked at $627K in Q2 2026. 129 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Fermata Advisors held 865 shares of Linde worth $411K as of Q3 2026.
  • Fermata Advisors sold 343 Linde shares in Q3 2026, an estimated $169K.
  • Linde made up 0.08% of Fermata Advisors's portfolio in Q3 2026, its #175 holding.
  • Fermata Advisors first reported a position in Linde in Q3 2023 and has held it in 10 quarters since.
  • Fermata Advisors's Linde position peaked at $627K in Q2 2026.
  • 129 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.