RBWA
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RFG - Bristol Wealth Advisors’s Linde LIN Stock Holding History

RFG - Bristol 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 		$1.94M Buy
3,737
+3
+0.1% +$1.52K 0.47% 43
2026
Q1 		$1.85M Sell
3,734
-222
-6% -$105K 0.5% 47
2025
Q4 		$1.69M Sell
3,956
-217
-5% -$93K 0.47% 46
2025
Q3 		$1.98M Sell
4,173
-160
-4% -$75.7K 0.57% 43
2025
Q2 		$2.03M Sell
4,333
-273
-6% -$125K 0.63% 38
2025
Q1 		$2.14M Sell
4,606
-1,153
-20% -$519K 0.72% 30
2024
Q4 		$2.41M Buy
+5,759
New +$2.62M 0.79% 28

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 $3.37T AUM 44.26% 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

RFG - Bristol Wealth Advisors's LIN Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its Linde (LIN) stake by 0.08% in Q2 2026, buying an estimated $1.52K and bringing the position to 3,737 shares worth $1.94M. The position accounts for 0.47% of the portfolio, ranked #43.

RFG - Bristol Wealth Advisors first reported a position in LIN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.41M in Q4 2024. 2,348 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 3,737 shares of Linde worth $1.94M as of Q2 2026.
  • RFG - Bristol Wealth Advisors bought 3 Linde shares in Q2 2026, an estimated $1.52K.
  • Linde made up 0.47% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Linde in Q4 2024 and has held it in 7 quarters since.
  • RFG - Bristol Wealth Advisors's Linde position peaked at $2.41M in Q4 2024.
  • 2,348 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.