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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
Q2 		$268K Buy
517
+8
+2% +$4.05K 0.02% 222
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Shepherd Financial Partners increased its Linde (LIN) stake by 1.6% in Q2 2026, buying an estimated $4.05K and bringing the position to 517 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #222.

Shepherd Financial Partners first reported a position in LIN in Q3 2024 and has held it in 7 quarters since. 2,341 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Shepherd Financial Partners held 517 shares of Linde worth $268K as of Q2 2026.
  • Shepherd Financial Partners bought 8 Linde shares in Q2 2026, an estimated $4.05K.
  • Linde made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #222 holding.
  • Shepherd Financial Partners first reported a position in Linde in Q3 2024 and has held it in 7 quarters since.
  • 2,341 funds tracked by Wall St. Rank held Linde as of Q2 2026.

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