UFPG
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United Financial Planning Group’s Linde LIN Stock Holding History

United Financial Planning Group’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 		$75.2K Buy
+145
New +$73.4K 0.04% 87
2026
Q1 		– Sell
-154
Closed -$65.7K – 544
2025
Q4 		$65.7K Buy
+154
New +$66K 0.04% 81

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

United Financial Planning Group's LIN Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Linde (LIN) in Q2 2026: 145 shares worth $75.2K. The stake represents 0.04% of the portfolio and ranks #87 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in LIN as recently as Q4 2025.

United Financial Planning Group first reported a position in LIN in Q4 2025 and has held it in 2 quarters since. 2,350 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • United Financial Planning Group held 145 shares of Linde worth $75.2K as of Q2 2026.
  • Linde was a new United Financial Planning Group position in Q2 2026.
  • Linde made up 0.04% of United Financial Planning Group's portfolio in Q2 2026, its #87 holding.
  • United Financial Planning Group first reported a position in Linde in Q4 2025 and has held it in 2 quarters since.
  • 2,350 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.