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Mark Sheptoff Financial Planning’s Linde LIN Stock Holding History

Mark Sheptoff Financial 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
2025
Q3 		– Sell
-12
Closed -$5.63K – 518
2025
Q2 		$5.63K Buy
+12
New +$5.48K ﹤0.01% 391

Other funds holding LIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mark Sheptoff Financial Planning's LIN Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Linde (LIN) in Q3 2025, closing a stake of 12 shares — an estimated $5.63K sold.

Mark Sheptoff Financial Planning first reported a position in LIN in Q2 2025 and held it in 1 quarter. The position peaked at $5.63K in Q2 2025. 2,117 funds tracked by Wall St. Rank hold LIN as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Linde position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 12 Linde shares in Q3 2025, an estimated $5.63K.
  • Mark Sheptoff Financial Planning first reported a position in Linde in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Linde position peaked at $5.63K in Q2 2025.
  • 2,117 funds tracked by Wall St. Rank held Linde as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.