GoalVest Advisory’s Linde LIN Stock Holding History

GoalVest Advisory’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	$125K	Hold	263	–	–	0.02%	146
2026 Q2	$136K	Hold	263	–	–	0.03%	137
2026 Q1	$130K	Hold	263	–	–	0.03%	165
2025 Q4	$112K	Buy	263 +123	+88%	+$52.7K	0.02%	179
2025 Q3	$66.5K	Hold	140	–	–	0.01%	196
2025 Q2	$65.7K	Buy	140 +72	+106%	+$32.9K	0.02%	188
2025 Q1	$31.7K	Buy	68 +3	+5%	+$1.35K	0.01%	211
2024 Q4	$27.2K	Hold	65	–	–	0.01%	226
2024 Q3	$31K	Hold	65	–	–	0.01%	228
2024 Q2	$28.5K	Sell	65 -15	-19%	-$6.6K	0.01%	208
2024 Q1	$37.1K	Sell	80 -5	-6%	-$2.16K	0.01%	216
2023 Q4	$34.9K	Buy	85 +11	+15%	+$4.34K	0.02%	170
2023 Q3	$27.6K	Buy	74 +8	+12%	+$3.04K	0.01%	189
2023 Q2	$25.2K	Buy	66 +65	+6,500%	+$23.7K	0.01%	184
2023 Q1	$355	Hold	1	–	–	﹤0.01%	244
2022 Q4	$326	Sell	1 -28	-97%	-$8.78K	﹤0.01%	238
2022 Q3	$8K	Sell	29 -2,016	-99%	-$579K	0.01%	198
2022 Q2	$553K	Sell	2,045 -276	-12%	-$86.2K	0.35%	85
2022 Q1	$741K	Buy	+2,321	New	+$718K	0.42%	68
2021 Q2	$606K	Buy	+2,096	New	+$611K	0.38%	75

Other funds holding LIN

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

GoalVest Advisory's LIN Position: Q3 2026 in Review

GoalVest Advisory held its Linde (LIN) position steady in Q3 2026 at 263 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #146.

GoalVest Advisory first reported a position in LIN in Q2 2021 and has held it in 20 quarters since. The position peaked at $741K in Q1 2022. 540 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

GoalVest Advisory held 263 shares of Linde worth $125K as of Q3 2026.
GoalVest Advisory left its Linde share count unchanged in Q3 2026.
Linde made up 0.02% of GoalVest Advisory's portfolio in Q3 2026, its #146 holding.
GoalVest Advisory first reported a position in Linde in Q2 2021 and has held it in 20 quarters since.
GoalVest Advisory's Linde position peaked at $741K in Q1 2022.
540 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.