PlanVest Financial’s Linde LIN Stock Holding History

PlanVest Financial’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	$45.1K	Hold	87	–	–	0.03%	237
2026 Q1	$43.1K	Buy	+87	New	+$41K	0.03%	225

Other funds holding LIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PlanVest Financial's LIN Position: Q2 2026 in Review

PlanVest Financial held its Linde (LIN) position steady in Q2 2026 at 87 shares worth $45.1K. The position accounts for 0.03% of the portfolio, ranked #237.

PlanVest Financial first reported a position in LIN in Q1 2026 and has held it in 2 quarters since. 2,302 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

PlanVest Financial held 87 shares of Linde worth $45.1K as of Q2 2026.
PlanVest Financial left its Linde share count unchanged in Q2 2026.
Linde made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #237 holding.
PlanVest Financial first reported a position in Linde in Q1 2026 and has held it in 2 quarters since.
2,302 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.