Essential Planning’s Linde LIN Stock Holding History

Essential Planning’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
2025 Q1	–	Sell	-455	Closed	-$207K	–	206
2024 Q4	$207K	Buy	+455	New	+$207K	﹤0.01%	305

Other funds holding LIN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Essential Planning's LIN Position: Q1 2025 in Review

Essential Planning sold out of Linde (LIN) in Q1 2025, closing a stake of 455 shares — an estimated $207K sold.

Essential Planning first reported a position in LIN in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 2,066 funds tracked by Wall St. Rank hold LIN as of Q1 2025.

Essential Planning reported no remaining Linde position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 455 Linde shares in Q1 2025, an estimated $207K.
Essential Planning first reported a position in Linde in Q4 2024 and held it in 1 quarter.
Essential Planning's Linde position peaked at $207K in Q4 2024.
2,066 funds tracked by Wall St. Rank held Linde as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.