SFS
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Sunrise Financial Services’s Linde LIN Stock Holding History

Sunrise Financial Services’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 		$12.5K Hold
24
– – 0.01% 217
2026
Q1 		$11.9K Sell
24
-16
-40% -$7.55K 0.01% 219
2025
Q4 		$17.1K Buy
+40
New +$17.1K 0.01% 169

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

Sunrise Financial Services's LIN Position: Q2 2026 in Review

Sunrise Financial Services held its Linde (LIN) position steady in Q2 2026 at 24 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #217.

Sunrise Financial Services first reported a position in LIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.1K in Q4 2025. 2,337 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Sunrise Financial Services held 24 shares of Linde worth $12.5K as of Q2 2026.
  • Sunrise Financial Services left its Linde share count unchanged in Q2 2026.
  • Linde made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #217 holding.
  • Sunrise Financial Services first reported a position in Linde in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Linde position peaked at $17.1K in Q4 2025.
  • 2,337 funds tracked by Wall St. Rank held Linde as of Q2 2026.

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