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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's LIN Position: Q1 2026 in Review

SHP Wealth Management increased its Linde (LIN) stake by 20% in Q1 2026, buying an estimated $43.4K and bringing the position to 563 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #211.

SHP Wealth Management first reported a position in LIN in Q4 2025 and has held it in 2 quarters since. 2,276 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

SHP Wealth Management held 563 shares of Linde worth $278K as of Q1 2026.
SHP Wealth Management bought 92 Linde shares in Q1 2026, an estimated $43.4K.
Linde made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #211 holding.
SHP Wealth Management first reported a position in Linde in Q4 2025 and has held it in 2 quarters since.
2,276 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.