IWA
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Invera Wealth Advisors’s Linde LIN Stock Holding History

Invera 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 		$533K Buy
+1,028
New +$521K 0.29% 77

Other funds holding LIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Invera Wealth Advisors opened a new position in Linde (LIN) in Q2 2026: 1,028 shares worth $533K. The stake represents 0.29% of the portfolio and ranks #77 among its holdings.

2,333 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Invera Wealth Advisors held 1,028 shares of Linde worth $533K as of Q2 2026.
  • Linde was a new Invera Wealth Advisors position in Q2 2026.
  • Linde made up 0.29% of Invera Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • 2,333 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.