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 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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Summit Financial Wealth Advisors's LIN Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Linde (LIN) stake by 20% in Q2 2026, buying an estimated $65.8K and bringing the position to 791 shares worth $410K. The position accounts for 0.05% of the portfolio, ranked #146.

Summit Financial Wealth Advisors first reported a position in LIN in Q2 2023 and has held it in 13 quarters since. 378 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

Summit Financial Wealth Advisors held 791 shares of Linde worth $410K as of Q2 2026.
Summit Financial Wealth Advisors bought 130 Linde shares in Q2 2026, an estimated $65.8K.
Linde made up 0.05% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #146 holding.
Summit Financial Wealth Advisors first reported a position in Linde in Q2 2023 and has held it in 13 quarters since.
378 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.