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Wealth Preservation Advisors’s Linde LIN Stock Holding History

Wealth Preservation 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 		$248K Buy
+523
New +$257K 0.12% 102
2026
Q2 		– Sell
-408
Closed -$202K – 547
2026
Q1 		$202K Buy
408
+75
+23% +$35.4K 0.17% 64
2025
Q4 		$142K Hold
333
– – 0.07% 110
2025
Q3 		$158K Hold
333
– – 0.09% 97
2025
Q2 		$156K Hold
333
– – 0.1% 101
2025
Q1 		$155K Buy
+333
New +$150K 0.11% 94

Other funds holding LIN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Freemont Capital
Freemont Capital Singapore $4.53B AUM 15.69% 1-Year Est. Return

Wealth Preservation Advisors's LIN Position: Q3 2026 in Review

Wealth Preservation Advisors opened a new position in Linde (LIN) in Q3 2026: 523 shares worth $248K. The stake represents 0.12% of the portfolio and ranks #102 among its holdings. This is a return to the name: Wealth Preservation Advisors previously reported a position in LIN as recently as Q1 2026.

Wealth Preservation Advisors first reported a position in LIN in Q1 2025 and has held it in 6 quarters since. 1,979 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Wealth Preservation Advisors held 523 shares of Linde worth $248K as of Q3 2026.
  • Linde was a new Wealth Preservation Advisors position in Q3 2026.
  • Linde made up 0.12% of Wealth Preservation Advisors's portfolio in Q3 2026, its #102 holding.
  • Wealth Preservation Advisors first reported a position in Linde in Q1 2025 and has held it in 6 quarters since.
  • 1,979 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Wealth Preservation Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.