JFS Wealth Advisors
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JFS Wealth Advisors’s Linde LIN Stock Holding History

JFS 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
Q3 		$57K Sell
120
-7
-6% -$3.44K ﹤0.01% 518
2026
Q2 		$65.9K Sell
127
-2
-2% -$1.01K ﹤0.01% 496
2026
Q1 		$64K Sell
129
-94
-42% -$44.4K ﹤0.01% 473
2025
Q4 		$95.1K Buy
223
+35
+19% +$15K 0.01% 421
2025
Q3 		$89.3K Buy
188
+50
+36% +$23.7K 0.01% 422
2025
Q2 		$64.7K Buy
138
+3
+2% +$1.37K ﹤0.01% 434
2025
Q1 		$62.9K Hold
135
– – ﹤0.01% 434
2024
Q4 		$56.5K Sell
135
-29
-18% -$13.2K ﹤0.01% 443
2024
Q3 		$78.2K Buy
164
+4
+3% +$1.82K 0.01% 396
2024
Q2 		$70.2K Sell
160
-39
-20% -$17.2K 0.01% 371
2024
Q1 		$92.4K Buy
199
+4
+2% +$1.73K 0.01% 326
2023
Q4 		$80.1K Buy
195
+35
+22% +$13.8K 0.01% 337
2023
Q3 		$59.6K Buy
160
+9
+6% +$3.42K 0.01% 353
2023
Q2 		$57.5K Sell
151
-2
-1% -$730 0.01% 356
2023
Q1 		$54.4K Buy
153
+15
+11% +$5.02K 0.01% 363
2022
Q4 		$45K Sell
138
-14
-9% -$4.39K ﹤0.01% 379
2022
Q3 		$41K Sell
152
-37
-20% -$10.6K ﹤0.01% 418
2022
Q2 		$54K Sell
189
-1
-0.5% -$312 0.01% 385
2022
Q1 		$61K Buy
190
+63
+50% +$19.5K 0.01% 382
2021
Q4 		$44K Buy
127
+24
+23% +$7.78K ﹤0.01% 441
2021
Q3 		$30K Buy
103
+48
+87% +$14.6K ﹤0.01% 483
2021
Q2 		$16K Hold
55
– – ﹤0.01% 397
2021
Q1 		$15K Hold
55
– – ﹤0.01% 375
2020
Q4 		$14K Hold
55
– – ﹤0.01% 382
2020
Q3 		$13K Hold
55
– – ﹤0.01% 372
2020
Q2 		$12K Hold
55
– – ﹤0.01% 369
2020
Q1 		$10K Hold
55
– – ﹤0.01% 351
2019
Q4 		$12K Hold
55
– – ﹤0.01% 359
2019
Q3 		$11K Hold
55
– – ﹤0.01% 362
2019
Q2 		$11K Hold
55
– – ﹤0.01% 362
2019
Q1 		$10K Hold
55
– – ﹤0.01% 356
2018
Q4 		$9K Buy
+55
New +$8.69K ﹤0.01% 356

Other funds holding LIN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Freemont Capital
Freemont Capital Singapore $4.53B AUM 15.69% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

JFS Wealth Advisors's LIN Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Linde (LIN) stake by 5.5% in Q3 2026, selling an estimated $3.44K and leaving 120 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

JFS Wealth Advisors first reported a position in LIN in Q4 2018 and has held it in 32 quarters since. The position peaked at $95.1K in Q4 2025. 1,511 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • JFS Wealth Advisors held 120 shares of Linde worth $57K as of Q3 2026.
  • JFS Wealth Advisors sold 7 Linde shares in Q3 2026, an estimated $3.44K.
  • Linde made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #518 holding.
  • JFS Wealth Advisors first reported a position in Linde in Q4 2018 and has held it in 32 quarters since.
  • JFS Wealth Advisors's Linde position peaked at $95.1K in Q4 2025.
  • 1,511 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.