HFP
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Holistic Financial Partners’s Linde LIN Stock Holding History

Holistic Financial Partners’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 		$246K Buy
474
+14
+3% +$7.09K 0.15% 95
2026
Q1 		$228K Buy
+460
New +$217K 0.08% 129

Other funds holding LIN

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Vanguard Capital Management
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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

Holistic Financial Partners's LIN Position: Q2 2026 in Review

Holistic Financial Partners increased its Linde (LIN) stake by 3% in Q2 2026, buying an estimated $7.09K and bringing the position to 474 shares worth $246K. The position accounts for 0.15% of the portfolio, ranked #95.

Holistic Financial Partners first reported a position in LIN in Q1 2026 and has held it in 2 quarters since. 2,333 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Holistic Financial Partners held 474 shares of Linde worth $246K as of Q2 2026.
  • Holistic Financial Partners bought 14 Linde shares in Q2 2026, an estimated $7.09K.
  • Linde made up 0.15% of Holistic Financial Partners's portfolio in Q2 2026, its #95 holding.
  • Holistic Financial Partners first reported a position in Linde in Q1 2026 and has held it in 2 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.