IPA
LIN icon

Investment Planning Advisors’s Linde LIN Stock Holding History

Investment Planning Advisors’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 		$630K Buy
1,213
+366
+43% +$185K 0.15% 60
2026
Q1 		$420K Buy
+847
New +$400K 0.12% 71

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

Investment Planning Advisors's LIN Position: Q2 2026 in Review

Investment Planning Advisors increased its Linde (LIN) stake by 43% in Q2 2026, buying an estimated $185K and bringing the position to 1,213 shares worth $630K. The position accounts for 0.15% of the portfolio, ranked #60.

Investment Planning Advisors 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.

  • Investment Planning Advisors held 1,213 shares of Linde worth $630K as of Q2 2026.
  • Investment Planning Advisors bought 366 Linde shares in Q2 2026, an estimated $185K.
  • Linde made up 0.15% of Investment Planning Advisors's portfolio in Q2 2026, its #60 holding.
  • Investment Planning Advisors 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 Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.