Valeo Financial Advisors’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Valeo Financial Advisors's LIN Position: Q2 2026 in Review

Valeo Financial Advisors increased its Linde (LIN) stake by 31% in Q2 2026, buying an estimated $380K and bringing the position to 3,197 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #219.

Valeo Financial Advisors first reported a position in LIN in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.24M in Q3 2024. 720 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Valeo Financial Advisors held 3,197 shares of Linde worth $1.66M as of Q2 2026.
  • Valeo Financial Advisors bought 751 Linde shares in Q2 2026, an estimated $380K.
  • Linde made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #219 holding.
  • Valeo Financial Advisors first reported a position in Linde in Q1 2019 and has held it in 30 quarters since.
  • Valeo Financial Advisors's Linde position peaked at $2.24M in Q3 2024.
  • 720 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.