Root Financial Partners
LIN icon

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
Q3 		$580K Buy
1,221
+237
+24% +$116K 0.02% 200
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

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Root Financial Partners's LIN Position: Q3 2026 in Review

Root Financial Partners increased its Linde (LIN) stake by 24% in Q3 2026, buying an estimated $116K and bringing the position to 1,221 shares worth $580K. The position accounts for 0.02% of the portfolio, ranked #200.

Root Financial Partners first reported a position in LIN in Q2 2025 and has held it in 6 quarters since. 947 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Root Financial Partners held 1,221 shares of Linde worth $580K as of Q3 2026.
  • Root Financial Partners bought 237 Linde shares in Q3 2026, an estimated $116K.
  • Linde made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #200 holding.
  • Root Financial Partners first reported a position in Linde in Q2 2025 and has held it in 6 quarters since.
  • 947 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.