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Financial Advocates Investment Management’s Linde LIN Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-2,124
Closed -$997K – 354
2025
Q2 		$997K Sell
2,124
-9
-0.4% -$4.11K 0.08% 228
2025
Q1 		$993K Sell
2,133
-96
-4% -$43.2K 0.07% 276
2024
Q4 		$933K Sell
2,229
-173
-7% -$78.8K 0.05% 315
2024
Q3 		$1.15M Sell
2,402
-16
-0.7% -$7.3K 0.06% 282
2024
Q2 		$1.06M Sell
2,418
-41
-2% -$18K 0.07% 280
2024
Q1 		$1.14M Sell
2,459
-62
-2% -$26.8K 0.07% 286
2023
Q4 		$1.04M Sell
2,521
-193
-7% -$76.1K 0.07% 279
2023
Q3 		$1.01M Buy
2,714
+221
+9% +$84.1K 0.07% 268
2023
Q2 		$950K Sell
2,493
-850
-25% -$310K 0.07% 277
2023
Q1 		$1.19M Buy
3,343
+1,261
+61% +$422K 0.09% 255
2022
Q4 		$679K Buy
2,082
+736
+55% +$231K 0.05% 374
2022
Q3 		$324K Buy
1,346
+9
+0.7% +$2.58K 0.03% 525
2022
Q2 		$384K Sell
1,337
-205
-13% -$64K 0.03% 452
2022
Q1 		$492K Sell
1,542
-66
-4% -$20.4K 0.03% 443
2021
Q4 		$557K Buy
1,608
+83
+5% +$26.9K 0.04% 457
2021
Q3 		$447K Buy
1,525
+169
+12% +$51.4K 0.03% 497
2021
Q2 		$392K Sell
1,356
-799
-37% -$233K 0.03% 539
2021
Q1 		$604K Sell
2,155
-50
-2% -$13K 0.04% 434
2020
Q4 		$581K Buy
2,205
+780
+55% +$191K 0.04% 416
2020
Q3 		$339K Buy
1,425
+26
+2% +$6.3K 0.03% 451
2020
Q2 		$297K Buy
1,399
+61
+5% +$11.8K 0.03% 466
2020
Q1 		$232K Buy
1,338
+160
+14% +$31.6K 0.03% 406
2019
Q4 		$251K Buy
+1,178
New +$237K 0.03% 436

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's LIN Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Linde (LIN) in Q3 2025, closing a stake of 2,124 shares — an estimated $997K sold.

Financial Advocates Investment Management first reported a position in LIN in Q4 2019 and held it in 23 quarters. The position peaked at $1.19M in Q1 2023. 2,114 funds tracked by Wall St. Rank hold LIN as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Linde position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,124 Linde shares in Q3 2025, an estimated $997K.
  • Financial Advocates Investment Management first reported a position in Linde in Q4 2019 and held it in 23 quarters.
  • Financial Advocates Investment Management's Linde position peaked at $1.19M in Q1 2023.
  • 2,114 funds tracked by Wall St. Rank held Linde as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.