Summit Financial Wealth Advisors’s Linde LIN Stock Holding History

Summit Financial Wealth 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 Q3	$351K	Sell	739 -52	-7%	-$25.6K	0.04%	158
2026 Q2	$410K	Buy	791 +130	+20%	+$65.8K	0.05%	146
2026 Q1	$328K	Sell	661 -41	-6%	-$19.3K	0.05%	143
2025 Q4	$299K	Sell	702 -14	-2%	-$6K	0.04%	148
2025 Q3	$334K	Buy	716 +75	+12%	+$35.5K	0.05%	127
2025 Q2	$301K	Buy	641 +33	+5%	+$15.1K	0.05%	130
2025 Q1	$283K	Hold	608	–	–	0.06%	120
2024 Q4	$276K	Sell	608 -4	-0.7%	-$1.82K	0.05%	125
2024 Q3	$292K	Buy	612 +4	+0.7%	+$1.82K	0.05%	120
2024 Q2	$267K	Hold	608	–	–	0.05%	115
2024 Q1	$282K	Hold	608	–	–	0.06%	107
2023 Q4	$250K	Hold	608	–	–	0.06%	108
2023 Q3	$237K	Hold	608	–	–	0.06%	107
2023 Q2	$232K	Buy	+608	New	+$222K	0.05%	110

Other funds holding LIN

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Summit Financial Wealth Advisors's LIN Position: Q3 2026 in Review

Summit Financial Wealth Advisors reduced its Linde (LIN) stake by 6.6% in Q3 2026, selling an estimated $25.6K and leaving 739 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #158.

Summit Financial Wealth Advisors first reported a position in LIN in Q2 2023 and has held it in 14 quarters since. The position peaked at $410K in Q2 2026. 712 funds tracked by Wall St. Rank hold LIN as of Q3 2026.

Summit Financial Wealth Advisors held 739 shares of Linde worth $351K as of Q3 2026.
Summit Financial Wealth Advisors sold 52 Linde shares in Q3 2026, an estimated $25.6K.
Linde made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q3 2026, its #158 holding.
Summit Financial Wealth Advisors first reported a position in Linde in Q2 2023 and has held it in 14 quarters since.
Summit Financial Wealth Advisors's Linde position peaked at $410K in Q2 2026.
712 funds tracked by Wall St. Rank held Linde as of Q3 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.