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Values First Advisors’s Linde LIN Stock Holding History

Values First 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 		$1.2M Buy
2,311
+16
+0.7% +$8.1K 0.55% 56
2026
Q1 		$1.14M Buy
2,295
+102
+5% +$48.1K 0.59% 52
2025
Q4 		$935K Buy
2,193
+174
+9% +$74.5K 0.49% 64
2025
Q3 		$959K Sell
2,019
-30
-1% -$14.2K 0.51% 59
2025
Q2 		$961K Sell
2,049
-19
-0.9% -$8.67K 0.52% 56
2025
Q1 		$961K Sell
2,068
-209
-9% -$94.1K 0.56% 51
2024
Q4 		$953K Buy
2,277
+1,541
+209% +$702K 0.52% 57
2024
Q3 		$351K Buy
736
+39
+6% +$17.8K 0.19% 114
2024
Q2 		$306K Sell
697
-3
-0.4% -$1.32K 0.18% 123
2024
Q1 		$325K Buy
+700
New +$303K 0.19% 128

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

Values First Advisors's LIN Position: Q2 2026 in Review

Values First Advisors increased its Linde (LIN) stake by 0.7% in Q2 2026, buying an estimated $8.1K and bringing the position to 2,311 shares worth $1.2M. The position accounts for 0.55% of the portfolio, ranked #56.

Values First Advisors first reported a position in LIN in Q1 2024 and has held it in 10 quarters since. 2,342 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Values First Advisors held 2,311 shares of Linde worth $1.2M as of Q2 2026.
  • Values First Advisors bought 16 Linde shares in Q2 2026, an estimated $8.1K.
  • Linde made up 0.55% of Values First Advisors's portfolio in Q2 2026, its #56 holding.
  • Values First Advisors first reported a position in Linde in Q1 2024 and has held it in 10 quarters since.
  • 2,342 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.