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Linde shares owned by Polaris Wealth Advisers

Quarter-by-quarter ownership of Linde (LIN) shares owned by Polaris Wealth Advisers from 13F filings

Historical chart of Polaris Wealth Advisers investment in Linde

Apr 2023May 2023Jun 2023Jul 2023Aug 2023Sep 2023Oct 20239.2M9.4M9.6M9.8M10M25k26k27k
Value ($)Share countHistorical LIN position of Polaris Wealth Advisers Source: stockzoa.comValue ($)Share count

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All positions including Linde held by Polaris Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Linde by Polaris Wealth Advisers

Quarter filed Position value Share count Share price at filing
2023-09-30 $9.2M 25k 372.36
2023-06-30 $10M 26k 381.08
2023-03-31 $9.7M 27k 355.45

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Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Abbvie (ABBV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)
Anthem (ELV)
Wal-Mart Stores (WMT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Polaris Wealth Advisers

Top funds holding Linde

Vanguard Group
BlackRock
State Street Corporation
FMR
Capital World Investors
Geode Capital Management
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Capital Research Global Investors
T. Rowe Price Associates
Morgan Stanley
Massachusetts Financial Services
Norges Bank Investment Management
Bank of New York Mellon
Wellington Management Company

View all funds holding Linde