Regent Peak Wealth Advisors
LIN icon

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
Q3 		$677K Sell
1,427
-80
-5% -$39.3K 0.12% 83
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% +$10K 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% +$9.9K 0.09% 121
2021
Q4 		$330K Buy
952
+30
+3% +$9.7K 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Regent Peak Wealth Advisors's LIN Position: Q3 2026 in Review

Regent Peak Wealth Advisors reduced its Linde (LIN) stake by 5.3% in Q3 2026, selling an estimated $39.3K and leaving 1,427 shares worth $677K. The position accounts for 0.12% of the portfolio, ranked #83.

Regent Peak Wealth Advisors first reported a position in LIN in Q4 2020 and has held it in 22 quarters since. The position peaked at $873K in Q3 2024. 2,042 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Regent Peak Wealth Advisors held 1,427 shares of Linde worth $677K as of Q3 2026.
  • Regent Peak Wealth Advisors sold 80 Linde shares in Q3 2026, an estimated $39.3K.
  • Linde made up 0.12% of Regent Peak Wealth Advisors's portfolio in Q3 2026, its #83 holding.
  • Regent Peak Wealth Advisors first reported a position in Linde in Q4 2020 and has held it in 22 quarters since.
  • Regent Peak Wealth Advisors's Linde position peaked at $873K in Q3 2024.
  • 2,042 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.