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Summit Trail Advisors’s Linde LIN Stock Holding History

Summit Trail 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 		$7.21M Buy
14,545
+4,171
+40% +$1.97M 0.1% 111
2025
Q4 		$4.42M Sell
10,374
-5,660
-35% -$2.42M 0.08% 147
2025
Q3 		$7.62M Buy
16,034
+1,506
+10% +$713K 0.11% 102
2025
Q2 		$6.82M Buy
14,528
+3,204
+28% +$1.46M 0.12% 94
2025
Q1 		$5.27M Buy
11,324
+2,301
+26% +$1.04M 0.17% 50
2024
Q4 		$3.78M Buy
9,023
+506
+6% +$231K 0.14% 58
2024
Q3 		$4.06M Buy
8,517
+1,822
+27% +$831K 0.1% 89
2024
Q2 		$2.94M Buy
6,695
+437
+7% +$192K 0.08% 110
2024
Q1 		$2.91M Buy
6,258
+952
+18% +$412K 0.08% 98
2023
Q4 		$2.18M Buy
5,306
+568
+12% +$224K 0.07% 98
2023
Q3 		$1.76M Buy
4,738
+598
+14% +$228K 0.06% 105
2023
Q2 		$1.58M Buy
4,140
+1,699
+70% +$620K 0.06% 118
2023
Q1 		$867K Buy
2,441
+126
+5% +$42.2K 0.03% 144
2022
Q4 		$755K Buy
2,315
+122
+6% +$38.2K 0.03% 138
2022
Q3 		$591K Buy
2,193
+420
+24% +$121K 0.03% 152
2022
Q2 		$510K Sell
1,773
-492
-22% -$154K 0.03% 180
2022
Q1 		$724K Buy
+2,265
New +$700K 0.06% 127

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

Summit Trail Advisors's LIN Position: Q1 2026 in Review

Summit Trail Advisors increased its Linde (LIN) stake by 40% in Q1 2026, buying an estimated $1.97M and bringing the position to 14,545 shares worth $7.21M. The position accounts for 0.1% of the portfolio, ranked #111.

Summit Trail Advisors first reported a position in LIN in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.62M in Q3 2025. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Summit Trail Advisors held 14,545 shares of Linde worth $7.21M as of Q1 2026.
  • Summit Trail Advisors bought 4,171 Linde shares in Q1 2026, an estimated $1.97M.
  • Linde made up 0.1% of Summit Trail Advisors's portfolio in Q1 2026, its #111 holding.
  • Summit Trail Advisors first reported a position in Linde in Q1 2022 and has held it in 17 quarters since.
  • Summit Trail Advisors's Linde position peaked at $7.62M in Q3 2025.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.