IBEX Wealth Advisors’s Linde LIN Stock Holding History

IBEX 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	$5.7M	Buy	10,985 +364	+3%	+$184K	0.45%	70
2026 Q1	$5.27M	Buy	+10,621	New	+$5.01M	0.49%	66
2025 Q4	–	Sell	-1,919	Closed	-$912K	–	165
2025 Q3	$912K	Buy	1,919 +268	+16%	+$127K	0.09%	124
2025 Q2	$775K	Buy	+1,651	New	+$754K	0.08%	127
2025 Q1	–	Sell	-1,920	Closed	-$804K	–	174
2024 Q4	$804K	Sell	1,920 -27,742	-94%	-$12.6M	0.09%	126
2024 Q3	$1.39M	Buy	29,662 +21,088	+246%	+$9.62M	0.38%	57
2024 Q2	$3.76M	Buy	8,574 +2,957	+53%	+$1.3M	0.59%	53
2024 Q1	$1.83M	Sell	5,617 -1,383	-20%	-$599K	0.5%	61
2023 Q4	$3.02M	Buy	7,000 +852	+14%	+$336K	0.66%	54
2023 Q3	$2.29M	Buy	+6,148	New	+$2.34M	0.58%	53
2023 Q1	$1.93M	Sell	5,435 -182	-3%	-$60.9K	0.5%	58
2022 Q4	$1.83M	Buy	+5,617	New	+$1.76M	0.41%	74
2019 Q3	–	Sell	-251	Closed	-$50K	–	254
2019 Q2	$50K	Buy	+251	New	+$47K	0.01%	226

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

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

IBEX Wealth Advisors increased its Linde (LIN) stake by 3.4% in Q2 2026, buying an estimated $184K and bringing the position to 10,985 shares worth $5.7M. The position accounts for 0.45% of the portfolio, ranked #70.

IBEX Wealth Advisors first reported a position in LIN in Q2 2019 and has held it in 13 quarters since. 2,342 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

IBEX Wealth Advisors held 10,985 shares of Linde worth $5.7M as of Q2 2026.
IBEX Wealth Advisors bought 364 Linde shares in Q2 2026, an estimated $184K.
Linde made up 0.45% of IBEX Wealth Advisors's portfolio in Q2 2026, its #70 holding.
IBEX Wealth Advisors first reported a position in Linde in Q2 2019 and has held it in 13 quarters since.
2,342 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.