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Asset Planning Services Inc’s Linde LIN Stock Holding History

Asset Planning Services Inc’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 		$1.29M Sell
2,495
-165
-6% -$83.6K 0.55% 24
2026
Q1 		$1.32M Buy
2,660
+15
+0.6% +$7.08K 0.58% 23
2025
Q4 		$1.13M Sell
2,645
-185
-7% -$79.2K 0.5% 23
2025
Q3 		$1.34M Buy
2,830
+75
+3% +$35.5K 0.57% 23
2025
Q2 		$1.29M Sell
2,755
-10
-0.4% -$4.56K 0.59% 24
2025
Q1 		$1.29M Sell
2,765
-25
-0.9% -$11.3K 0.65% 25
2024
Q4 		$1.17M Buy
2,790
+90
+3% +$41K 0.57% 25
2024
Q3 		$1.29M Buy
2,700
+250
+10% +$114K 0.64% 25
2024
Q2 		$1.07M Buy
2,450
+90
+4% +$39.6K 0.57% 25
2024
Q1 		$1.1M Buy
2,360
+50
+2% +$21.6K 0.61% 25
2023
Q4 		$949K Buy
+2,310
New +$911K 0.58% 27

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

Asset Planning Services Inc's LIN Position: Q2 2026 in Review

Asset Planning Services Inc reduced its Linde (LIN) stake by 6.2% in Q2 2026, selling an estimated $83.6K and leaving 2,495 shares worth $1.29M. The position accounts for 0.55% of the portfolio, ranked #24.

Asset Planning Services Inc first reported a position in LIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q3 2025. 2,341 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Asset Planning Services Inc held 2,495 shares of Linde worth $1.29M as of Q2 2026.
  • Asset Planning Services Inc sold 165 Linde shares in Q2 2026, an estimated $83.6K.
  • Linde made up 0.55% of Asset Planning Services Inc's portfolio in Q2 2026, its #24 holding.
  • Asset Planning Services Inc first reported a position in Linde in Q4 2023 and has held it in 11 quarters since.
  • Asset Planning Services Inc's Linde position peaked at $1.34M in Q3 2025.
  • 2,341 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Asset Planning Services Inc's 13F filing for Q2 2026, filed 28 Jul 2026.