WA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's LIN Position: Q1 2026 in Review

Waverly Advisors reduced its Linde (LIN) stake by 4.5% in Q1 2026, selling an estimated $368K and leaving 16,737 shares worth $8.3M. The position accounts for 0.06% of the portfolio, ranked #301.

Waverly Advisors first reported a position in LIN in Q1 2024 and has held it in 9 quarters since. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Waverly Advisors held 16,737 shares of Linde worth $8.3M as of Q1 2026.
  • Waverly Advisors sold 780 Linde shares in Q1 2026, an estimated $368K.
  • Linde made up 0.06% of Waverly Advisors's portfolio in Q1 2026, its #301 holding.
  • Waverly Advisors first reported a position in Linde in Q1 2024 and has held it in 9 quarters since.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.