Heirloom Wealth Management
LIN icon

Heirloom Wealth Management’s Linde LIN Stock Holding History

Heirloom Wealth 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
2026
Q3 		$24.4M Buy
51,350
+971
+2% +$477K 3.17% 13
2026
Q2 		$26.1M Buy
50,379
+6,491
+15% +$3.29M 3.79% 11
2026
Q1 		$21.8M Buy
43,888
+6,209
+16% +$2.93M 3.92% 10
2025
Q4 		$16.1M Buy
37,679
+7,944
+27% +$3.4M 3.71% 11
2025
Q3 		$14.1M Buy
29,735
+390
+1% +$185K 3.41% 13
2025
Q2 		$13.8M Buy
29,345
+86
+0.3% +$39.3K 3.63% 12
2025
Q1 		$13.6M Buy
29,259
+1,091
+4% +$491K 3.91% 10
2024
Q4 		$11.8M Buy
28,168
+1,828
+7% +$833K 3.54% 10
2024
Q3 		$12.6M Buy
26,340
+599
+2% +$273K 3.92% 10
2024
Q2 		$11.3M Sell
25,741
-288
-1% -$127K 3.66% 10
2024
Q1 		$12.1M Sell
26,029
-528
-2% -$229K 4.12% 10
2023
Q4 		$10.9M Buy
26,557
+460
+2% +$181K 4.19% 9
2023
Q3 		$9.7M Sell
26,097
-518
-2% -$197K 4.32% 9
2023
Q2 		$10.1M Buy
26,615
+956
+4% +$349K 4.41% 9
2023
Q1 		$9.12M Buy
25,659
+4,328
+20% +$1.45M 4.35% 11
2022
Q4 		$6.96M Buy
+21,331
New +$6.69M 4.33% 9
2022
Q2 		$6.08M Buy
20,204
+6,839
+51% +$2.14M 4.97% 11
2022
Q1 		$4.13M Buy
13,365
+5,592
+72% +$1.73M 2.87% 13
2021
Q4 		$2.46M Buy
+7,773
New +$2.52M 2.11% 18

Other funds holding LIN

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Heirloom Wealth Management's LIN Position: Q3 2026 in Review

Heirloom Wealth Management increased its Linde (LIN) stake by 1.9% in Q3 2026, buying an estimated $477K and bringing the position to 51,350 shares worth $24.4M. The position accounts for 3.17% of the portfolio, ranked #13.

Heirloom Wealth Management first reported a position in LIN in Q4 2021 and has held it in 19 quarters since. The position peaked at $26.1M in Q2 2026. 651 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Heirloom Wealth Management held 51,350 shares of Linde worth $24.4M as of Q3 2026.
  • Heirloom Wealth Management bought 971 Linde shares in Q3 2026, an estimated $477K.
  • Linde made up 3.17% of Heirloom Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Heirloom Wealth Management first reported a position in Linde in Q4 2021 and has held it in 19 quarters since.
  • Heirloom Wealth Management's Linde position peaked at $26.1M in Q2 2026.
  • 651 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.