Phillips Financial Management
LIN icon

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
Q3 		– Sell
-386
Closed -$200K – 294
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

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Phillips Financial Management's LIN Position: Q3 2026 in Review

Phillips Financial Management sold out of Linde (LIN) in Q3 2026, closing a stake of 386 shares — an estimated $200K sold.

Phillips Financial Management first reported a position in LIN in Q3 2025 and held it in 2 quarters. The position peaked at $201K in Q3 2025. 486 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Phillips Financial Management reported no remaining Linde position as of Q3 2026 after selling out during the quarter.
  • Phillips Financial Management sold 386 Linde shares in Q3 2026, an estimated $200K.
  • Phillips Financial Management first reported a position in Linde in Q3 2025 and held it in 2 quarters.
  • Phillips Financial Management's Linde position peaked at $201K in Q3 2025.
  • 486 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.