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Root Financial Partners’s Linde LIN Stock Holding History

Root Financial Partners’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
Q1 		$382K Buy
771
+336
+77% +$159K 0.02% 207
2025
Q4 		$186K Sell
435
-79
-15% -$33.8K 0.01% 316
2025
Q3 		$244K Buy
514
+15
+3% +$7.1K 0.02% 240
2025
Q2 		$234K Buy
+499
New +$228K 0.02% 221

Other funds holding LIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's LIN Position: Q1 2026 in Review

Root Financial Partners increased its Linde (LIN) stake by 77% in Q1 2026, buying an estimated $159K and bringing the position to 771 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #207.

Root Financial Partners first reported a position in LIN in Q2 2025 and has held it in 4 quarters since. 2,269 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Root Financial Partners held 771 shares of Linde worth $382K as of Q1 2026.
  • Root Financial Partners bought 336 Linde shares in Q1 2026, an estimated $159K.
  • Linde made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #207 holding.
  • Root Financial Partners first reported a position in Linde in Q2 2025 and has held it in 4 quarters since.
  • 2,269 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.