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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sun Financial's LIN Position: Q1 2026 in Review

Sun Financial reduced its Linde (LIN) stake by 2.1% in Q1 2026, selling an estimated $7.55K and leaving 730 shares worth $373K. The position accounts for 0.19% of the portfolio, ranked #106.

Sun Financial first reported a position in LIN in Q4 2025 and has held it in 2 quarters since. 2,276 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

Sun Financial held 730 shares of Linde worth $373K as of Q1 2026.
Sun Financial sold 16 Linde shares in Q1 2026, an estimated $7.55K.
Linde made up 0.19% of Sun Financial's portfolio in Q1 2026, its #106 holding.
Sun Financial first reported a position in Linde in Q4 2025 and has held it in 2 quarters since.
2,276 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.