Heritage Wealth Advisors’s Linde LIN Stock Holding History

Heritage 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 Q2	$42.6K	Hold	82	–	–	﹤0.01%	362
2026 Q1	$40.7K	Buy	82 +70	+583%	+$33K	﹤0.01%	357
2025 Q4	$5.12K	Hold	12	–	–	﹤0.01%	492
2025 Q3	$5.7K	Hold	12	–	–	﹤0.01%	465
2025 Q2	$5.63K	Hold	12	–	–	﹤0.01%	458
2025 Q1	$5.59K	Sell	12 -17	-59%	-$7.65K	﹤0.01%	452
2024 Q4	$12.1K	Sell	29 -4	-12%	-$1.82K	﹤0.01%	428
2024 Q3	$15.7K	Buy	+33	New	+$15.1K	﹤0.01%	415
2022 Q4	–	Sell	-100	Closed	-$27K	–	572
2022 Q3	$27K	Hold	100	–	–	﹤0.01%	351
2022 Q2	$29K	Sell	100 -200	-67%	-$62.5K	﹤0.01%	378
2022 Q1	$96K	Hold	300	–	–	0.01%	255
2021 Q4	$104K	Buy	300 +200	+200%	+$64.8K	0.01%	265
2021 Q3	$29.3K	Hold	100	–	–	﹤0.01%	371
2021 Q2	$28.9K	Hold	100	–	–	﹤0.01%	378
2021 Q1	$28K	Buy	+100	New	+$25.9K	﹤0.01%	392
2020 Q1	–	Sell	-12	Closed	-$2.56K	–	522
2019 Q4	$2.56K	Buy	+12	New	+$2.42K	﹤0.01%	515
2019 Q2	–	Sell	-4	Closed	-$704	–	471
2019 Q1	$704	Sell	4 -13	-76%	-$2.16K	﹤0.01%	430
2018 Q4	$2K	Buy	+17	New	+$2.69K	﹤0.01%	362

Other funds holding LIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heritage Wealth Advisors's LIN Position: Q2 2026 in Review

Heritage Wealth Advisors held its Linde (LIN) position steady in Q2 2026 at 82 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Heritage Wealth Advisors first reported a position in LIN in Q4 2018 and has held it in 18 quarters since. The position peaked at $104K in Q4 2021. 2,341 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

Heritage Wealth Advisors held 82 shares of Linde worth $42.6K as of Q2 2026.
Heritage Wealth Advisors left its Linde share count unchanged in Q2 2026.
Linde made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #362 holding.
Heritage Wealth Advisors first reported a position in Linde in Q4 2018 and has held it in 18 quarters since.
Heritage Wealth Advisors's Linde position peaked at $104K in Q4 2021.
2,341 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.