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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
Q2 		$200K Buy
386
+76
+25% +$38.5K 0.03% 274
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 $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 $3.38T AUM 44.17% 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

Kelleher Financial Advisors's LIN Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Linde (LIN) stake by 25% in Q2 2026, buying an estimated $38.5K and bringing the position to 386 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #274.

Kelleher Financial Advisors first reported a position in LIN in Q3 2025 and has held it in 4 quarters since. 2,350 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Kelleher Financial Advisors held 386 shares of Linde worth $200K as of Q2 2026.
  • Kelleher Financial Advisors bought 76 Linde shares in Q2 2026, an estimated $38.5K.
  • Linde made up 0.03% of Kelleher Financial Advisors's portfolio in Q2 2026, its #274 holding.
  • Kelleher Financial Advisors first reported a position in Linde in Q3 2025 and has held it in 4 quarters since.
  • 2,350 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.