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Mount Yale Investment Advisors’s Linde LIN Stock Holding History

Mount Yale Investment 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 		$8.12M Sell
15,650
-932
-6% -$472K 0.15% 157
2026
Q1 		$8.22M Buy
16,582
+11,360
+218% +$5.36M 0.19% 116
2025
Q4 		$2.23M Sell
5,222
-2,051
-28% -$879K 0.11% 175
2025
Q3 		$3.45M Sell
7,273
-535
-7% -$253K 0.24% 94
2025
Q2 		$3.66M Sell
7,808
-93
-1% -$42.5K 0.29% 70
2025
Q1 		$3.68M Buy
7,901
+2,917
+59% +$1.31M 0.32% 61
2024
Q4 		$2.09M Buy
4,984
+440
+10% +$201K 0.17% 117
2024
Q3 		$2.17M Sell
4,544
-482
-10% -$220K 0.21% 112
2024
Q2 		$2.21M Sell
5,026
-760
-13% -$334K 0.17% 115
2024
Q1 		$2.69M Sell
5,786
-330
-5% -$143K 0.21% 103
2023
Q4 		$2.51M Sell
6,116
-5
-0.1% -$1.97K 0.24% 100
2023
Q3 		$2.28M Buy
6,121
+674
+12% +$257K 0.25% 97
2023
Q2 		$2.08M Sell
5,447
-94
-2% -$34.3K 0.22% 104
2023
Q1 		$1.97M Buy
5,541
+1,010
+22% +$338K 0.22% 106
2022
Q4 		$1.48M Buy
+4,531
New +$1.42M 0.17% 139

Other funds holding LIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's LIN Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Linde (LIN) stake by 5.6% in Q2 2026, selling an estimated $472K and leaving 15,650 shares worth $8.12M. The position accounts for 0.15% of the portfolio, ranked #157.

Mount Yale Investment Advisors first reported a position in LIN in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.22M in Q1 2026. 2,350 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Mount Yale Investment Advisors held 15,650 shares of Linde worth $8.12M as of Q2 2026.
  • Mount Yale Investment Advisors sold 932 Linde shares in Q2 2026, an estimated $472K.
  • Linde made up 0.15% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #157 holding.
  • Mount Yale Investment Advisors first reported a position in Linde in Q4 2022 and has held it in 15 quarters since.
  • Mount Yale Investment Advisors's Linde position peaked at $8.22M in Q1 2026.
  • 2,350 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.