SF
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Sun Financial’s Linde LIN Stock Holding History

Sun Financial’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 		$302K Sell
614
-116
-16% -$58.8K 0.14% 128
2026
Q1 		$373K Sell
730
-16
-2% -$7.55K 0.19% 106
2025
Q4 		$318K Buy
+746
New +$320K 0.18% 121

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 $3.38T AUM 44.17% 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

Sun Financial's LIN Position: Q2 2026 in Review

Sun Financial reduced its Linde (LIN) stake by 16% in Q2 2026, selling an estimated $58.8K and leaving 614 shares worth $302K. The position accounts for 0.14% of the portfolio, ranked #128.

Sun Financial first reported a position in LIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $373K in Q1 2026. 2,350 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Sun Financial held 614 shares of Linde worth $302K as of Q2 2026.
  • Sun Financial sold 116 Linde shares in Q2 2026, an estimated $58.8K.
  • Linde made up 0.14% of Sun Financial's portfolio in Q2 2026, its #128 holding.
  • Sun Financial first reported a position in Linde in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's Linde position peaked at $373K in Q1 2026.
  • 2,350 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.