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Symphony Financial’s Linde LIN Stock Holding History

Symphony Financial’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 		$534K Buy
1,039
+230
+28% +$116K 0.06% 190
2026
Q1 		$402K Buy
809
+197
+32% +$92.9K 0.05% 191
2025
Q4 		$262K Sell
612
-40
-6% -$17.1K 0.04% 243
2025
Q3 		$310K Sell
652
-2,158
-77% -$1.02M 0.04% 211
2025
Q2 		$264K Buy
+2,810
New +$1.28M 0.03% 214
2024
Q4 		– Sell
-466
Closed -$223K – 237
2024
Q3 		$223K Buy
466
+1
+0.2% +$456 0.04% 205
2024
Q2 		$205K Sell
465
-16
-3% -$7.04K 0.04% 201
2024
Q1 		$223K Buy
+481
New +$208K 0.05% 177

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

Symphony Financial's LIN Position: Q2 2026 in Review

Symphony Financial increased its Linde (LIN) stake by 28% in Q2 2026, buying an estimated $116K and bringing the position to 1,039 shares worth $534K. The position accounts for 0.06% of the portfolio, ranked #190.

Symphony Financial first reported a position in LIN in Q1 2024 and has held it in 8 quarters since. 2,333 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Symphony Financial held 1,039 shares of Linde worth $534K as of Q2 2026.
  • Symphony Financial bought 230 Linde shares in Q2 2026, an estimated $116K.
  • Linde made up 0.06% of Symphony Financial's portfolio in Q2 2026, its #190 holding.
  • Symphony Financial first reported a position in Linde in Q1 2024 and has held it in 8 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.