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 Q2	$511K	Buy	984 +213	+28%	+$108K	0.02%	191
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 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

Root Financial Partners's LIN Position: Q2 2026 in Review

Root Financial Partners increased its Linde (LIN) stake by 28% in Q2 2026, buying an estimated $108K and bringing the position to 984 shares worth $511K. The position accounts for 0.02% of the portfolio, ranked #191.

Root Financial Partners first reported a position in LIN in Q2 2025 and has held it in 5 quarters since. 2,342 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

Root Financial Partners held 984 shares of Linde worth $511K as of Q2 2026.
Root Financial Partners bought 213 Linde shares in Q2 2026, an estimated $108K.
Linde made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #191 holding.
Root Financial Partners first reported a position in Linde in Q2 2025 and has held it in 5 quarters since.
2,342 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.