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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
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 		$2.17M 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

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

Stone Summit Wealth's LIN Position: Q2 2026 in Review

Stone Summit Wealth reduced its Linde (LIN) stake by 1.2% in Q2 2026, selling an estimated $50.1K and leaving 8,267 shares worth $4.29M. The position accounts for 1.09% of the portfolio, ranked #30.

Stone Summit Wealth first reported a position in LIN in Q4 2021 and has held it in 19 quarters since. 2,341 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Stone Summit Wealth held 8,267 shares of Linde worth $4.29M as of Q2 2026.
  • Stone Summit Wealth sold 99 Linde shares in Q2 2026, an estimated $50.1K.
  • Linde made up 1.09% of Stone Summit Wealth's portfolio in Q2 2026, its #30 holding.
  • Stone Summit Wealth first reported a position in Linde in Q4 2021 and has held it in 19 quarters since.
  • 2,341 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.