JWA
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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
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

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
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Linde (LIN) stake by 1.6% in Q2 2026, selling an estimated $1.01K and leaving 127 shares worth $65.9K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

JFS Wealth Advisors first reported a position in LIN in Q4 2018 and has held it in 31 quarters since. The position peaked at $95.1K in Q4 2025. 659 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • JFS Wealth Advisors held 127 shares of Linde worth $65.9K as of Q2 2026.
  • JFS Wealth Advisors sold 2 Linde shares in Q2 2026, an estimated $1.01K.
  • Linde made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #496 holding.
  • JFS Wealth Advisors first reported a position in Linde in Q4 2018 and has held it in 31 quarters since.
  • JFS Wealth Advisors's Linde position peaked at $95.1K in Q4 2025.
  • 659 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.