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Roberts Wealth Advisors’s Linde LIN Stock Holding History

Roberts 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 		$5.19M Buy
10,460
+129
+1% +$60.9K 1.32% 19
2025
Q4 		$4.41M Sell
10,331
-253
-2% -$108K 1.15% 27
2025
Q3 		$5.03M Sell
10,584
-68
-0.6% -$32.2K 1.34% 26
2025
Q2 		$5M Sell
10,652
-233
-2% -$106K 1.44% 23
2025
Q1 		$5.07M Sell
10,885
-124
-1% -$55.8K 1.56% 21
2024
Q4 		$4.71M Buy
11,009
+4
+0% +$1.82K 1.43% 21
2024
Q3 		$5.17M Sell
11,005
-13
-0.1% -$5.93K 1.67% 18
2024
Q2 		$4.75M Buy
11,018
+49
+0.4% +$21.6K 1.62% 19
2024
Q1 		$4.88M Buy
10,969
+110
+1% +$47.6K 1.82% 15
2023
Q4 		$13.2M Sell
10,859
-12
-0.1% -$4.73K 2.06% 16
2023
Q3 		$4.12M Buy
10,871
+71
+0.7% +$27K 1.81% 14
2023
Q2 		$4.12M Sell
10,800
-62
-0.6% -$22.6K 1.81% 14
2023
Q1 		$3.89M Buy
10,862
+175
+2% +$58.6K 1.78% 16
2022
Q4 		$3.4M Buy
10,687
+129
+1% +$40.4K 1.64% 17
2022
Q3 		$2.94M Buy
10,558
+238
+2% +$68.4K 1.45% 24
2022
Q2 		$2.82M Buy
10,320
+239
+2% +$74.7K 1.23% 31
2022
Q1 		$3.25M Buy
10,081
+220
+2% +$68K 1.27% 26
2021
Q4 		$3.34M Buy
9,861
+402
+4% +$130K 1.2% 29
2021
Q3 		$2.77M Buy
+9,459
New +$2.88M 1.1% 30

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

Roberts Wealth Advisors's LIN Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Linde (LIN) stake by 1.2% in Q1 2026, buying an estimated $60.9K and bringing the position to 10,460 shares worth $5.19M. The position accounts for 1.32% of the portfolio, ranked #19.

Roberts Wealth Advisors first reported a position in LIN in Q3 2021 and has held it in 19 quarters since. The position peaked at $13.2M in Q4 2023. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Roberts Wealth Advisors held 10,460 shares of Linde worth $5.19M as of Q1 2026.
  • Roberts Wealth Advisors bought 129 Linde shares in Q1 2026, an estimated $60.9K.
  • Linde made up 1.32% of Roberts Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • Roberts Wealth Advisors first reported a position in Linde in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's Linde position peaked at $13.2M in Q4 2023.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.