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Summit Wealth Group (Colorado)’s Linde LIN Stock Holding History

Summit Wealth Group (Colorado)’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 		$510K Buy
983
+259
+36% +$131K 0.04% 214
2026
Q1 		$359K Buy
+724
New +$342K 0.04% 229

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

Summit Wealth Group (Colorado)'s LIN Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Linde (LIN) stake by 36% in Q2 2026, buying an estimated $131K and bringing the position to 983 shares worth $510K. The position accounts for 0.04% of the portfolio, ranked #214.

Summit Wealth Group (Colorado) first reported a position in LIN in Q1 2026 and has held it in 2 quarters since. 2,333 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Summit Wealth Group (Colorado) held 983 shares of Linde worth $510K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 259 Linde shares in Q2 2026, an estimated $131K.
  • Linde made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #214 holding.
  • Summit Wealth Group (Colorado) first reported a position in Linde in Q1 2026 and has held it in 2 quarters since.
  • 2,333 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.