Roberts Wealth Advisors
LIN icon

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
Q3 		$4.82M Buy
10,164
+39
+0.4% +$19.2K 1.08% 27
2026
Q2 		$5.25M Sell
10,125
-335
-3% -$170K 1.19% 23
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 		$2.78M Buy
+9,459
New +$2.88M 1.1% 30

Other funds holding LIN

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Roberts Wealth Advisors's LIN Position: Q3 2026 in Review

Roberts Wealth Advisors increased its Linde (LIN) stake by 0.39% in Q3 2026, buying an estimated $19.2K and bringing the position to 10,164 shares worth $4.82M. The position accounts for 1.08% of the portfolio, ranked #27.

Roberts Wealth Advisors first reported a position in LIN in Q3 2021 and has held it in 21 quarters since. The position peaked at $13.2M in Q4 2023. 486 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Roberts Wealth Advisors held 10,164 shares of Linde worth $4.82M as of Q3 2026.
  • Roberts Wealth Advisors bought 39 Linde shares in Q3 2026, an estimated $19.2K.
  • Linde made up 1.08% of Roberts Wealth Advisors's portfolio in Q3 2026, its #27 holding.
  • Roberts Wealth Advisors first reported a position in Linde in Q3 2021 and has held it in 21 quarters since.
  • Roberts Wealth Advisors's Linde position peaked at $13.2M in Q4 2023.
  • 486 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.