IWA
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IVC Wealth Advisors’s Linde LIN Stock Holding History

IVC 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 		$226K Sell
436
-2
-0.5% -$1.01K 0.09% 161
2026
Q1 		$217K Buy
+438
New +$207K 0.09% 163
2025
Q4 		– Sell
-438
Closed -$208K – 186
2025
Q3 		$208K Buy
+438
New +$207K 0.09% 178

Other funds holding LIN

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

IVC Wealth Advisors reduced its Linde (LIN) stake by 0.46% in Q2 2026, selling an estimated $1.01K and leaving 436 shares worth $226K. The position accounts for 0.09% of the portfolio, ranked #161.

IVC Wealth Advisors first reported a position in LIN in Q3 2025 and has held it in 3 quarters since. 378 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • IVC Wealth Advisors held 436 shares of Linde worth $226K as of Q2 2026.
  • IVC Wealth Advisors sold 2 Linde shares in Q2 2026, an estimated $1.01K.
  • Linde made up 0.09% of IVC Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • IVC Wealth Advisors first reported a position in Linde in Q3 2025 and has held it in 3 quarters since.
  • 378 funds tracked by Wall St. Rank held Linde as of Q2 2026.

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