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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RFG - Bristol Wealth Advisors's LIN Position: Q1 2026 in Review

RFG - Bristol Wealth Advisors reduced its Linde (LIN) stake by 5.6% in Q1 2026, selling an estimated $105K and leaving 3,734 shares worth $1.85M. The position accounts for 0.5% of the portfolio, ranked #47.

RFG - Bristol Wealth Advisors first reported a position in LIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.41M in Q4 2024. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • RFG - Bristol Wealth Advisors held 3,734 shares of Linde worth $1.85M as of Q1 2026.
  • RFG - Bristol Wealth Advisors sold 222 Linde shares in Q1 2026, an estimated $105K.
  • Linde made up 0.5% of RFG - Bristol Wealth Advisors's portfolio in Q1 2026, its #47 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Linde in Q4 2024 and has held it in 6 quarters since.
  • RFG - Bristol Wealth Advisors's Linde position peaked at $2.41M in Q4 2024.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.