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Waverly Advisors’s Linde LIN Stock Holding History

Waverly 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 		$8.6M Sell
16,576
-161
-1% -$81.5K 0.05% 324
2026
Q1 		$8.3M Sell
16,737
-780
-4% -$368K 0.06% 301
2025
Q4 		$7.47M Buy
17,517
+4,290
+32% +$1.84M 0.06% 297
2025
Q3 		$6.28M Buy
13,227
+381
+3% +$180K 0.06% 281
2025
Q2 		$6.03M Buy
12,846
+19
+0.1% +$8.67K 0.07% 271
2025
Q1 		$5.97M Buy
12,827
+1,311
+11% +$590K 0.07% 259
2024
Q4 		$4.82M Buy
11,516
+3,698
+47% +$1.69M 0.07% 222
2024
Q3 		$3.73M Buy
7,818
+137
+2% +$62.5K 0.07% 229
2024
Q2 		$3.37M Buy
7,681
+159
+2% +$70K 0.07% 239
2024
Q1 		$3.49M Buy
+7,522
New +$3.26M 0.08% 188

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 $3.38T AUM 44.17% 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

Waverly Advisors's LIN Position: Q2 2026 in Review

Waverly Advisors reduced its Linde (LIN) stake by 0.96% in Q2 2026, selling an estimated $81.5K and leaving 16,576 shares worth $8.6M. The position accounts for 0.05% of the portfolio, ranked #324.

Waverly Advisors first reported a position in LIN in Q1 2024 and has held it in 10 quarters since. 2,350 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Waverly Advisors held 16,576 shares of Linde worth $8.6M as of Q2 2026.
  • Waverly Advisors sold 161 Linde shares in Q2 2026, an estimated $81.5K.
  • Linde made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #324 holding.
  • Waverly Advisors first reported a position in Linde in Q1 2024 and has held it in 10 quarters since.
  • 2,350 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.