Stone Summit Wealth
LIN icon

Stone Summit Wealth’s Linde LIN Stock Holding History

Stone Summit Wealth’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
Q3 		$3.58M Sell
7,532
-735
-9% -$361K 0.97% 35
2026
Q2 		$4.29M Sell
8,267
-99
-1% -$50.1K 1.09% 30
2026
Q1 		$4.15M Sell
8,366
-90
-1% -$42.5K 1.15% 28
2025
Q4 		$3.61M Buy
8,456
+345
+4% +$148K 0.98% 34
2025
Q3 		$3.85M Buy
8,111
+90
+1% +$42.6K 1.09% 30
2025
Q2 		$3.76M Buy
8,021
+72
+0.9% +$32.9K 1.17% 28
2025
Q1 		$3.7M Buy
7,949
+113
+1% +$50.9K 1.25% 26
2024
Q4 		$3.28M Sell
7,836
-60
-0.8% -$27.3K 1.1% 29
2024
Q3 		$3.77M Sell
7,896
-87
-1% -$39.7K 1.21% 27
2024
Q2 		$3.5M Sell
7,983
-26
-0.3% -$11.4K 1.26% 24
2024
Q1 		$3.72M Sell
8,009
-215
-3% -$93.1K 1.29% 22
2023
Q4 		$3.38M Sell
8,224
-205
-2% -$80.8K 1.3% 22
2023
Q3 		$3.14M Sell
8,429
-95
-1% -$36.2K 1.35% 18
2023
Q2 		$3.25M Buy
8,524
+160
+2% +$58.4K 1.35% 20
2023
Q1 		$2.97M Buy
8,364
+260
+3% +$87.1K 1.32% 19
2022
Q4 		$2.64M Buy
8,104
+285
+4% +$89.3K 1.3% 20
2022
Q3 		$2.11M Buy
7,819
+255
+3% +$73.2K 1.3% 25
2022
Q2 		$2.18M Buy
7,564
+270
+4% +$84.3K 1.3% 22
2022
Q1 		$2.35M Buy
7,294
+2,441
+50% +$755K 1.32% 20
2021
Q4 		$1.68M Buy
+4,853
New +$1.57M 1.36% 27

Other funds holding LIN

Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Stone Summit Wealth's LIN Position: Q3 2026 in Review

Stone Summit Wealth reduced its Linde (LIN) stake by 8.9% in Q3 2026, selling an estimated $361K and leaving 7,532 shares worth $3.58M. The position accounts for 0.97% of the portfolio, ranked #35.

Stone Summit Wealth first reported a position in LIN in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.29M in Q2 2026. 486 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

  • Stone Summit Wealth held 7,532 shares of Linde worth $3.58M as of Q3 2026.
  • Stone Summit Wealth sold 735 Linde shares in Q3 2026, an estimated $361K.
  • Linde made up 0.97% of Stone Summit Wealth's portfolio in Q3 2026, its #35 holding.
  • Stone Summit Wealth first reported a position in Linde in Q4 2021 and has held it in 20 quarters since.
  • Stone Summit Wealth's Linde position peaked at $4.29M in Q2 2026.
  • 486 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.