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Marshall & Sterling Wealth Advisors’s Linde LIN Stock Holding History

Marshall & Sterling 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 		$35.3K Hold
68
– – 0.02% 174
2026
Q1 		$33.6K Hold
68
– – 0.02% 169
2025
Q4 		$28.8K Sell
68
-8
-11% -$3.43K 0.02% 175
2025
Q3 		$35.8K Hold
76
– – 0.02% 207
2025
Q2 		$35.3K Buy
76
+1
+1% +$456 0.02% 199
2025
Q1 		$34.9K Sell
75
-23
-23% -$10.4K 0.02% 199
2024
Q4 		$40.9K Buy
+98
New +$44.7K 0.03% 145

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 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

Marshall & Sterling Wealth Advisors's LIN Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Linde (LIN) position steady in Q2 2026 at 68 shares worth $35.3K. The position accounts for 0.02% of the portfolio, ranked #174.

Marshall & Sterling Wealth Advisors first reported a position in LIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.9K in Q4 2024. 561 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 68 shares of Linde worth $35.3K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Linde share count unchanged in Q2 2026.
  • Linde made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #174 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Linde in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Linde position peaked at $40.9K in Q4 2024.
  • 561 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.