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Souders Financial Advisors’s Linde LIN Stock Holding History

Souders Financial Advisors’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 		$2.13M Buy
4,304
+360
+9% +$170K 0.24% 56
2025
Q4 		$1.68M Sell
3,944
-226
-5% -$96.8K 0.19% 67
2025
Q3 		$1.98M Buy
4,170
+1
+0% +$473 0.24% 55
2025
Q2 		$1.96M Sell
4,169
-594
-12% -$271K 0.25% 55
2025
Q1 		$2.22M Sell
4,763
-2,653
-36% -$1.19M 0.31% 53
2024
Q4 		$3.1M Sell
7,416
-2,670
-26% -$1.22M 0.43% 52
2024
Q3 		$4.81M Buy
10,086
+900
+10% +$411K 0.67% 40
2024
Q2 		$4.03M Buy
9,186
+545
+6% +$240K 0.61% 42
2024
Q1 		$4.01M Buy
8,641
+128
+2% +$55.4K 0.63% 41
2023
Q4 		$3.5M Buy
8,513
+60
+0.7% +$23.7K 0.6% 46
2023
Q3 		$3.15M Buy
8,453
+81
+1% +$30.8K 0.6% 50
2023
Q2 		$3.19M Sell
8,372
-416
-5% -$152K 0.61% 45
2023
Q1 		$3.12M Buy
8,788
+8,155
+1,288% +$2.73M 0.66% 48
2022
Q4 		$206K Buy
+633
New +$198K 0.05% 147
2022
Q2 		– Sell
-679
Closed -$217K – 145
2022
Q1 		$217K Buy
+679
New +$210K 0.06% 134

Other funds holding LIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Souders Financial Advisors's LIN Position: Q1 2026 in Review

Souders Financial Advisors increased its Linde (LIN) stake by 9.1% in Q1 2026, buying an estimated $170K and bringing the position to 4,304 shares worth $2.13M. The position accounts for 0.24% of the portfolio, ranked #56.

Souders Financial Advisors first reported a position in LIN in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.81M in Q3 2024. 2,268 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Souders Financial Advisors held 4,304 shares of Linde worth $2.13M as of Q1 2026.
  • Souders Financial Advisors bought 360 Linde shares in Q1 2026, an estimated $170K.
  • Linde made up 0.24% of Souders Financial Advisors's portfolio in Q1 2026, its #56 holding.
  • Souders Financial Advisors first reported a position in Linde in Q1 2022 and has held it in 15 quarters since.
  • Souders Financial Advisors's Linde position peaked at $4.81M in Q3 2024.
  • 2,268 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.