SLWA
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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
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 		$1.01M 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

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

San Luis Wealth Advisors's LIN Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Linde (LIN) stake by 2.1% in Q2 2026, selling an estimated $25.8K and leaving 2,391 shares worth $1.24M. The position accounts for 0.19% of the portfolio, ranked #77.

San Luis Wealth Advisors first reported a position in LIN in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.38M in Q2 2022. 378 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • San Luis Wealth Advisors held 2,391 shares of Linde worth $1.24M as of Q2 2026.
  • San Luis Wealth Advisors sold 51 Linde shares in Q2 2026, an estimated $25.8K.
  • Linde made up 0.19% of San Luis Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • San Luis Wealth Advisors first reported a position in Linde in Q4 2020 and has held it in 20 quarters since.
  • San Luis Wealth Advisors's Linde position peaked at $1.38M in Q2 2022.
  • 378 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.