Holistic Planning
LIN icon

Holistic Planning’s Linde LIN Stock Holding History

Holistic 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
2026
Q3 		$219K Buy
+462
New +$227K 0.03% 330

Other funds holding LIN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Freemont Capital
Freemont Capital Singapore $4.53B AUM 15.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Holistic Planning's LIN Position: Q3 2026 in Review

Holistic Planning opened a new position in Linde (LIN) in Q3 2026: 462 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #330 among its holdings.

1,433 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Holistic Planning held 462 shares of Linde worth $219K as of Q3 2026.
  • Linde was a new Holistic Planning position in Q3 2026.
  • Linde made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #330 holding.
  • 1,433 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.