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Valeo Financial Advisors’s Linde LIN Stock Holding History

Valeo Financial 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 		$1.65M Buy
3,477
+280
+9% +$138K 0.03% 208
2026
Q2 		$1.66M Buy
3,197
+751
+31% +$380K 0.04% 219
2026
Q1 		$1.21M Sell
2,446
-1,810
-43% -$854K 0.03% 241
2025
Q4 		$1.81M Sell
4,256
-272
-6% -$117K 0.04% 190
2025
Q3 		$2.15M Sell
4,528
-113
-2% -$53.5K 0.05% 159
2025
Q2 		$2.18M Buy
4,641
+490
+12% +$224K 0.05% 159
2025
Q1 		$1.93M Sell
4,151
-116
-3% -$52.2K 0.05% 163
2024
Q4 		$1.79M Sell
4,267
-420
-9% -$191K 0.05% 163
2024
Q3 		$2.24M Buy
4,687
+61
+1% +$27.8K 0.06% 140
2024
Q2 		$2.03M Buy
4,626
+374
+9% +$165K 0.06% 143
2024
Q1 		$1.89M Buy
4,252
+137
+3% +$59.3K 0.07% 151
2023
Q4 		$1.69M Buy
4,115
+241
+6% +$95K 0.07% 155
2023
Q3 		$1.44M Buy
3,874
+118
+3% +$44.9K 0.07% 157
2023
Q2 		$1.43M Sell
3,756
-140
-4% -$51.1K 0.07% 159
2023
Q1 		$1.38M Buy
3,896
+1,082
+38% +$362K 0.07% 175
2022
Q4 		$918K Buy
2,814
+1,382
+97% +$433K 0.05% 198
2022
Q3 		$386K Buy
1,432
+6
+0.4% +$1.72K 0.02% 295
2022
Q2 		$410K Sell
1,426
-490
-26% -$153K 0.03% 283
2022
Q1 		$613K Buy
1,916
+640
+50% +$198K 0.03% 287
2021
Q4 		$442K Buy
1,276
+1
+0.1% +$324 0.02% 337
2021
Q3 		$374K Buy
1,275
+287
+29% +$87.2K 0.02% 357
2021
Q2 		$286K Buy
988
+371
+60% +$108K 0.02% 363
2021
Q1 		$173K Buy
617
+299
+94% +$77.6K 0.01% 479
2020
Q4 		$84K Sell
318
-202
-39% -$49.6K ﹤0.01% 621
2020
Q3 		$124K Sell
520
-147
-22% -$35.6K 0.01% 425
2020
Q2 		$141K Sell
667
-272
-29% -$52.5K 0.01% 399
2020
Q1 		$178K Sell
939
-229
-20% -$45.2K 0.02% 315
2019
Q4 		$249K Sell
1,168
-20
-2% -$4.03K 0.02% 282
2019
Q3 		$230K Buy
1,188
+300
+34% +$58.1K 0.03% 280
2019
Q2 		$178K Hold
888
– – 0.02% 312
2019
Q1 		$156K Buy
+888
New +$148K 0.02% 327

Other funds holding LIN

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Valeo Financial Advisors's LIN Position: Q3 2026 in Review

Valeo Financial Advisors increased its Linde (LIN) stake by 8.8% in Q3 2026, buying an estimated $138K and bringing the position to 3,477 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #208.

Valeo Financial Advisors first reported a position in LIN in Q1 2019 and has held it in 31 quarters since. The position peaked at $2.24M in Q3 2024. 134 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Valeo Financial Advisors held 3,477 shares of Linde worth $1.65M as of Q3 2026.
  • Valeo Financial Advisors bought 280 Linde shares in Q3 2026, an estimated $138K.
  • Linde made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #208 holding.
  • Valeo Financial Advisors first reported a position in Linde in Q1 2019 and has held it in 31 quarters since.
  • Valeo Financial Advisors's Linde position peaked at $2.24M in Q3 2024.
  • 134 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.