KFA
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Kelleher Financial Advisors’s Linde LIN Stock Holding History

Kelleher Financial 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
Q1 		$146K Sell
310
-6
-2% -$2.83K 0.04% 233
2025
Q4 		$135K Buy
316
+5
+2% +$2.14K 0.03% 266
2025
Q3 		$148K Buy
+311
New +$147K 0.04% 210

Other funds holding LIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kelleher Financial Advisors's LIN Position: Q1 2026 in Review

Kelleher Financial Advisors reduced its Linde (LIN) stake by 1.9% in Q1 2026, selling an estimated $2.83K and leaving 310 shares worth $146K. The position accounts for 0.04% of the portfolio, ranked #233.

Kelleher Financial Advisors first reported a position in LIN in Q3 2025 and has held it in 3 quarters since. The position peaked at $148K in Q3 2025. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Kelleher Financial Advisors held 310 shares of Linde worth $146K as of Q1 2026.
  • Kelleher Financial Advisors sold 6 Linde shares in Q1 2026, an estimated $2.83K.
  • Linde made up 0.04% of Kelleher Financial Advisors's portfolio in Q1 2026, its #233 holding.
  • Kelleher Financial Advisors first reported a position in Linde in Q3 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Linde position peaked at $148K in Q3 2025.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.