San Luis Wealth Advisors
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San Luis Wealth Advisors’s Linde LIN Stock Holding History

San Luis 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 		$1.14M Buy
2,392
+1
+0% +$491 0.17% 83
2026
Q2 		$1.24M Sell
2,391
-51
-2% -$25.8K 0.19% 77
2026
Q1 		$1.21M Buy
2,442
+47
+2% +$22.2K 0.2% 74
2025
Q4 		$1.02M Sell
2,395
-92
-4% -$39.4K 0.17% 84
2025
Q3 		$1.18M Buy
2,487
+533
+27% +$252K 0.21% 67
2025
Q2 		$917K Sell
1,954
-178
-8% -$81.2K 0.2% 63
2025
Q1 		$993K Sell
2,132
-79
-4% -$35.6K 0.22% 52
2024
Q4 		$926K Buy
2,211
+83
+4% +$37.8K 0.18% 56
2024
Q3 		$1.02M Buy
2,128
+1,590
+296% +$725K 0.21% 52
2024
Q2 		$236K Sell
538
-36
-6% -$15.8K 0.06% 119
2024
Q1 		$266K Sell
574
-9
-2% -$3.9K 0.14% 40
2023
Q4 		$239K Sell
583
-176
-23% -$69.4K 0.1% 50
2023
Q3 		$283K Sell
759
-92
-11% -$35K 0.14% 56
2023
Q2 		$324K Buy
+851
New +$311K 0.11% 140
2023
Q1 		– Sell
-1,535
Closed -$501K – 168
2022
Q4 		$501K Sell
1,535
-1,454
-49% -$456K 0.47% 49
2022
Q3 		$806K Sell
2,989
-1,808
-38% -$519K 0.84% 31
2022
Q2 		$1.38M Buy
4,797
+3,950
+466% +$1.23M 1.58% 17
2022
Q1 		$293K Hold
847
– – 0.14% 122
2021
Q4 		$293K Sell
847
-118
-12% -$38.2K 0.3% 70
2021
Q3 		$283K Buy
+965
New +$293K 0.16% 128
2020
Q4 		$455K Buy
+1,726
New +$424K 0.29% 90

Other funds holding LIN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Freemont Capital
Freemont Capital Singapore $4.53B AUM 15.69% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

San Luis Wealth Advisors's LIN Position: Q3 2026 in Review

San Luis Wealth Advisors increased its Linde (LIN) stake by 0.04% in Q3 2026, buying an estimated $491 and bringing the position to 2,392 shares worth $1.14M. The position accounts for 0.17% of the portfolio, ranked #83.

San Luis Wealth Advisors first reported a position in LIN in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.38M in Q2 2022. 1,558 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • San Luis Wealth Advisors held 2,392 shares of Linde worth $1.14M as of Q3 2026.
  • San Luis Wealth Advisors bought 1 Linde share in Q3 2026, an estimated $491.
  • Linde made up 0.17% of San Luis Wealth Advisors's portfolio in Q3 2026, its #83 holding.
  • San Luis Wealth Advisors first reported a position in Linde in Q4 2020 and has held it in 21 quarters since.
  • San Luis Wealth Advisors's Linde position peaked at $1.38M in Q2 2022.
  • 1,558 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on San Luis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.