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Phillips Wealth Planners’s Linde LIN Stock Holding History

Phillips Wealth Planners’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 		$715K Buy
1,329
+135
+11% +$68.4K 0.53% 55
2026
Q1 		$602K Buy
1,194
+601
+101% +$284K 0.45% 67
2025
Q4 		$261K Buy
+593
New +$254K 0.21% 163

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 Wealth Planners's LIN Position: Q2 2026 in Review

Phillips Wealth Planners increased its Linde (LIN) stake by 11% in Q2 2026, buying an estimated $68.4K and bringing the position to 1,329 shares worth $715K. The position accounts for 0.53% of the portfolio, ranked #55.

Phillips Wealth Planners first reported a position in LIN in Q4 2025 and has held it in 3 quarters since. 2,341 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Phillips Wealth Planners held 1,329 shares of Linde worth $715K as of Q2 2026.
  • Phillips Wealth Planners bought 135 Linde shares in Q2 2026, an estimated $68.4K.
  • Linde made up 0.53% of Phillips Wealth Planners's portfolio in Q2 2026, its #55 holding.
  • Phillips Wealth Planners first reported a position in Linde in Q4 2025 and has held it in 3 quarters since.
  • 2,341 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.