N.E.W. Advisory Services’s Linde LIN Stock Holding History

N.E.W. Advisory Services’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	$23.9K	Buy	+46	New	+$23.3K	﹤0.01%	495
2025 Q4	–	Sell	-212	Closed	-$101K	–	913
2025 Q3	$101K	Hold	212	–	–	0.01%	246
2025 Q2	$99.5K	Hold	212	–	–	0.01%	240
2025 Q1	$98.7K	Buy	+212	New	+$95.4K	0.01%	281
2024 Q4	–	Sell	-552	Closed	-$263K	–	193
2024 Q3	$263K	Hold	552	–	–	0.03%	162
2024 Q2	$242K	Hold	552	–	–	0.03%	154
2024 Q1	$256K	Hold	552	–	–	0.03%	147
2023 Q4	$227K	Hold	552	–	–	0.03%	152
2023 Q3	$206K	Hold	552	–	–	0.03%	144
2023 Q2	$210K	Buy	+552	New	+$202K	0.03%	128
2021 Q1	–	Sell	-1,652	Closed	-$436K	–	136
2020 Q4	$436K	Buy	+1,652	New	+$405K	0.09%	94

Other funds holding LIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

N.E.W. Advisory Services's LIN Position: Q2 2026 in Review

N.E.W. Advisory Services opened a new position in Linde (LIN) in Q2 2026: 46 shares worth $23.9K. The stake represents ﹤0.01% of the portfolio and ranks #495 among its holdings. This is a return to the name: N.E.W. Advisory Services previously reported a position in LIN as recently as Q3 2025.

N.E.W. Advisory Services first reported a position in LIN in Q4 2020 and has held it in 11 quarters since. The position peaked at $436K in Q4 2020. 1,631 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

N.E.W. Advisory Services held 46 shares of Linde worth $23.9K as of Q2 2026.
Linde was a new N.E.W. Advisory Services position in Q2 2026.
Linde made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #495 holding.
N.E.W. Advisory Services first reported a position in Linde in Q4 2020 and has held it in 11 quarters since.
N.E.W. Advisory Services's Linde position peaked at $436K in Q4 2020.
1,631 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.