J.W. Cole Advisors
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J.W. Cole Advisors’s Linde LIN Stock Holding History

J.W. Cole 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
Q3 		$3.15M Buy
6,636
+2,316
+54% +$1.14M 0.05% 348
2026
Q2 		$2.24M Buy
4,320
+18
+0.4% +$9.12K 0.04% 459
2026
Q1 		$2.13M Sell
4,302
-99
-2% -$46.7K 0.07% 236
2025
Q4 		$1.77M Buy
4,401
+428
+11% +$183K 0.04% 431
2025
Q3 		$1.89M Buy
3,973
+209
+6% +$98.9K 0.04% 483
2025
Q2 		$1.77M Sell
3,764
-74
-2% -$33.8K 0.04% 460
2025
Q1 		$1.79M Sell
3,838
-419
-10% -$189K 0.06% 353
2024
Q4 		$1.78M Sell
4,257
-52
-1% -$23.7K 0.07% 270
2024
Q3 		$2.05M Sell
4,309
-13
-0.3% -$5.93K 0.09% 239
2024
Q2 		$1.9M Buy
4,322
+1,193
+38% +$525K 0.09% 220
2024
Q1 		$1.45M Buy
3,129
+1,867
+148% +$808K 0.07% 262
2023
Q4 		$518K Buy
1,262
+235
+23% +$92.7K 0.03% 474
2023
Q3 		$382K Buy
1,027
+231
+29% +$87.9K 0.03% 492
2023
Q2 		$303K Buy
796
+118
+17% +$43.1K 0.02% 577
2023
Q1 		$241K Buy
678
+10
+1% +$3.35K 0.02% 673
2022
Q4 		$218K Buy
+668
New +$209K 0.02% 662
2020
Q4 		– Sell
-1,411
Closed -$336K – 771
2020
Q3 		$336K Buy
+1,411
New +$342K 0.03% 507

Other funds holding LIN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Freemont Capital
Freemont Capital Singapore $4.53B AUM 15.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

J.W. Cole Advisors's LIN Position: Q3 2026 in Review

J.W. Cole Advisors increased its Linde (LIN) stake by 54% in Q3 2026, buying an estimated $1.14M and bringing the position to 6,636 shares worth $3.15M. The position accounts for 0.05% of the portfolio, ranked #348.

J.W. Cole Advisors first reported a position in LIN in Q3 2020 and has held it in 17 quarters since. 1,409 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • J.W. Cole Advisors held 6,636 shares of Linde worth $3.15M as of Q3 2026.
  • J.W. Cole Advisors bought 2,316 Linde shares in Q3 2026, an estimated $1.14M.
  • Linde made up 0.05% of J.W. Cole Advisors's portfolio in Q3 2026, its #348 holding.
  • J.W. Cole Advisors first reported a position in Linde in Q3 2020 and has held it in 17 quarters since.
  • 1,409 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.