Spartan Planning & Wealth Management’s Linde LIN Stock Holding History

Spartan Planning & 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	$482K	Sell	929 -101	-10%	-$51.2K	0.32%	50
2026 Q1	$511K	Buy	+1,030	New	+$486K	0.38%	38
2025 Q4	–	Sell	-887	Closed	-$421K	–	86
2025 Q3	$421K	Buy	887 +12	+1%	+$5.68K	0.33%	48
2025 Q2	$411K	Buy	875 +89	+11%	+$40.6K	0.35%	48
2025 Q1	$366K	Buy	+786	New	+$354K	0.35%	48
2023 Q4	$327K	Buy	796 +36	+5%	+$14.2K	0.35%	37
2023 Q3	$283K	Buy	+760	New	+$289K	0.33%	44
2022 Q4	$290K	Buy	+889	New	+$279K	0.36%	46
2022 Q3	–	Sell	-403	Closed	-$116K	–	102
2022 Q2	$116K	Sell	403 -598	-60%	-$187K	0.15%	46
2022 Q1	$320K	Buy	+1,001	New	+$309K	0.4%	33

Other funds holding LIN

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Spartan Planning & Wealth Management's LIN Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its Linde (LIN) stake by 9.8% in Q2 2026, selling an estimated $51.2K and leaving 929 shares worth $482K. The position accounts for 0.32% of the portfolio, ranked #50.

Spartan Planning & Wealth Management first reported a position in LIN in Q1 2022 and has held it in 10 quarters since. The position peaked at $511K in Q1 2026. 720 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

Spartan Planning & Wealth Management held 929 shares of Linde worth $482K as of Q2 2026.
Spartan Planning & Wealth Management sold 101 Linde shares in Q2 2026, an estimated $51.2K.
Linde made up 0.32% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #50 holding.
Spartan Planning & Wealth Management first reported a position in Linde in Q1 2022 and has held it in 10 quarters since.
Spartan Planning & Wealth Management's Linde position peaked at $511K in Q1 2026.
720 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.