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Regent Peak Wealth Advisors’s Linde LIN Stock Holding History

Regent Peak 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 		$782K Buy
1,507
+135
+10% +$68.4K 0.14% 71
2026
Q1 		$680K Sell
1,372
-257
-16% -$121K 0.14% 67
2025
Q4 		$695K Sell
1,629
-190
-10% -$81.4K 0.14% 65
2025
Q3 		$864K Buy
+1,819
New +$861K 0.17% 56
2025
Q1 		$851K Sell
1,827
-4
-0.2% -$1.8K 0.2% 52
2024
Q4 		$766K Hold
1,831
– – 0.17% 61
2024
Q3 		$873K Buy
1,831
+23
+1% +$10.5K 0.2% 65
2024
Q2 		$794K Buy
1,808
+21
+1% +$9.24K 0.18% 70
2024
Q1 		$830K Buy
1,787
+23
+1% +$9.96K 0.21% 65
2023
Q4 		$725K Buy
1,764
+689
+64% +$272K 0.2% 66
2023
Q3 		$400K Buy
1,075
+24
+2% +$9.13K 0.12% 88
2023
Q2 		$401K Buy
1,051
+4
+0.4% +$1.46K 0.12% 88
2023
Q1 		$372K Sell
1,047
-5
-0.5% -$1.67K 0.12% 91
2022
Q4 		$343K Buy
1,052
+152
+17% +$47.6K 0.11% 105
2022
Q3 		$242K Sell
900
-110
-11% -$31.6K 0.09% 129
2022
Q2 		$290K Buy
1,010
+26
+3% +$8.12K 0.09% 122
2022
Q1 		$314K Buy
984
+32
+3% +$9.89K 0.09% 121
2021
Q4 		$330K Buy
952
+30
+3% +$9.72K 0.09% 120
2021
Q3 		$270K Buy
922
+15
+2% +$4.56K 0.08% 139
2021
Q2 		$279K Buy
+907
New +$264K 0.08% 135
2021
Q1 		– Sell
-656
Closed -$173K – 606
2020
Q4 		$173K Buy
+656
New +$161K 0.06% 153

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Regent Peak Wealth Advisors's LIN Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Linde (LIN) stake by 9.8% in Q2 2026, buying an estimated $68.4K and bringing the position to 1,507 shares worth $782K. The position accounts for 0.14% of the portfolio, ranked #71.

Regent Peak Wealth Advisors first reported a position in LIN in Q4 2020 and has held it in 21 quarters since. The position peaked at $873K in Q3 2024. 435 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,507 shares of Linde worth $782K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 135 Linde shares in Q2 2026, an estimated $68.4K.
  • Linde made up 0.14% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Regent Peak Wealth Advisors first reported a position in Linde in Q4 2020 and has held it in 21 quarters since.
  • Regent Peak Wealth Advisors's Linde position peaked at $873K in Q3 2024.
  • 435 funds tracked by Wall St. Rank held Linde as of Q2 2026.

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