SWM
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SHP Wealth Management’s Linde LIN Stock Holding History

SHP Wealth Management’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 		$306K Buy
590
+27
+5% +$13.7K 0.02% 228
2026
Q1 		$278K Buy
563
+92
+20% +$43.4K 0.02% 211
2025
Q4 		$200K Buy
+471
New +$202K 0.02% 254

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 $3.38T AUM 44.17% 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

SHP Wealth Management's LIN Position: Q2 2026 in Review

SHP Wealth Management increased its Linde (LIN) stake by 4.8% in Q2 2026, buying an estimated $13.7K and bringing the position to 590 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #228.

SHP Wealth Management first reported a position in LIN in Q4 2025 and has held it in 3 quarters since. 2,349 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • SHP Wealth Management held 590 shares of Linde worth $306K as of Q2 2026.
  • SHP Wealth Management bought 27 Linde shares in Q2 2026, an estimated $13.7K.
  • Linde made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #228 holding.
  • SHP Wealth Management first reported a position in Linde in Q4 2025 and has held it in 3 quarters since.
  • 2,349 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.