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Phillips Financial Management’s Linde LIN Stock Holding History

Phillips Financial Management’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
New +$196K 0.01% 208
2025
Q4 		– Sell
-424
Closed -$201K – 322
2025
Q3 		$201K Buy
+424
New +$201K 0.01% 212

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

Phillips Financial Management's LIN Position: Q2 2026 in Review

Phillips Financial Management opened a new position in Linde (LIN) in Q2 2026: 386 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #208 among its holdings. This is a return to the name: Phillips Financial Management previously reported a position in LIN as recently as Q3 2025.

Phillips Financial Management first reported a position in LIN in Q3 2025 and has held it in 2 quarters since. The position peaked at $201K in Q3 2025. 2,341 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Phillips Financial Management held 386 shares of Linde worth $200K as of Q2 2026.
  • Linde was a new Phillips Financial Management position in Q2 2026.
  • Linde made up 0.01% of Phillips Financial Management's portfolio in Q2 2026, its #208 holding.
  • Phillips Financial Management first reported a position in Linde in Q3 2025 and has held it in 2 quarters since.
  • Phillips Financial Management's Linde position peaked at $201K in Q3 2025.
  • 2,341 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.