RYIA
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Roehl & Yi Investment Advisors’s Linde LIN Stock Holding History

Roehl & Yi Investment 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 		$361K Sell
13,558
-2
-0% -$1.01K 0.12% 136
2026
Q1 		$347K Buy
13,560
+618
+5% +$292K 0.13% 125
2025
Q4 		$36.3K Sell
12,942
-6
-0% -$2.57K 0.01% 167
2025
Q3 		$41.9K Buy
+12,948
New +$6.13M 0.02% 162

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

Roehl & Yi Investment Advisors's LIN Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Linde (LIN) stake by 0.01% in Q2 2026, selling an estimated $1.01K and leaving 13,558 shares worth $361K. The position accounts for 0.12% of the portfolio, ranked #136.

Roehl & Yi Investment Advisors first reported a position in LIN in Q3 2025 and has held it in 4 quarters since. 2,337 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Roehl & Yi Investment Advisors held 13,558 shares of Linde worth $361K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 2 Linde shares in Q2 2026, an estimated $1.01K.
  • Linde made up 0.12% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #136 holding.
  • Roehl & Yi Investment Advisors first reported a position in Linde in Q3 2025 and has held it in 4 quarters since.
  • 2,337 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.