Mount Yale Investment Advisors’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Mount Yale Investment Advisors's LIN Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Linde (LIN) stake by 218% in Q1 2026, buying an estimated $5.36M and bringing the position to 16,582 shares worth $8.22M. The position accounts for 0.19% of the portfolio, ranked #116.

Mount Yale Investment Advisors first reported a position in LIN in Q4 2022 and has held it in 14 quarters since. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Mount Yale Investment Advisors held 16,582 shares of Linde worth $8.22M as of Q1 2026.
  • Mount Yale Investment Advisors bought 11,360 Linde shares in Q1 2026, an estimated $5.36M.
  • Linde made up 0.19% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #116 holding.
  • Mount Yale Investment Advisors first reported a position in Linde in Q4 2022 and has held it in 14 quarters since.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.