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Shepherd Financial Partners’s Linde LIN Stock Holding History

Shepherd 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 		$252K Sell
509
-2
-0.4% -$944 0.02% 218
2025
Q4 		$218K Sell
511
-1
-0.2% -$428 0.02% 232
2025
Q3 		$243K Buy
512
+4
+0.8% +$1.89K 0.02% 221
2025
Q2 		$238K Buy
508
+22
+5% +$10K 0.03% 223
2025
Q1 		$226K Buy
+486
New +$219K 0.03% 219
2024
Q4 		– Sell
-425
Closed -$203K – 224
2024
Q3 		$203K Buy
+425
New +$194K 0.02% 212

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

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

Shepherd Financial Partners reduced its Linde (LIN) stake by 0.39% in Q1 2026, selling an estimated $944 and leaving 509 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #218.

Shepherd Financial Partners first reported a position in LIN in Q3 2024 and has held it in 6 quarters since. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Shepherd Financial Partners held 509 shares of Linde worth $252K as of Q1 2026.
  • Shepherd Financial Partners sold 2 Linde shares in Q1 2026, an estimated $944.
  • Linde made up 0.02% of Shepherd Financial Partners's portfolio in Q1 2026, its #218 holding.
  • Shepherd Financial Partners first reported a position in Linde in Q3 2024 and has held it in 6 quarters since.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.