AFAS
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Acorn Financial Advisory Services’s Air Products & Chemicals APD Stock Holding History

Acorn Financial Advisory Services’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$754K Sell
2,597
-13
-0.5% -$3.58K 0.1% 92
2025
Q4 		$645K Sell
2,610
-14
-0.5% -$3.55K 0.1% 103
2025
Q3 		$716K Sell
2,624
-8
-0.3% -$2.32K 0.11% 94
2025
Q2 		$742K Sell
2,632
-2
-0.1% -$547 0.12% 84
2025
Q1 		$777K Sell
2,634
-9
-0.3% -$2.78K 0.14% 79
2024
Q4 		$767K Buy
2,643
+22
+0.8% +$6.91K 0.13% 82
2024
Q3 		$780K Buy
2,621
+2
+0.1% +$547 0.14% 74
2024
Q2 		$676K Sell
2,619
-17
-0.6% -$4.31K 0.13% 87
2024
Q1 		$639K Sell
2,636
-218
-8% -$53.4K 0.12% 89
2023
Q4 		$782K Sell
2,854
-9
-0.3% -$2.47K 0.14% 106
2023
Q3 		$811K Buy
+2,863
New +$840K 0.14% 106

Other funds holding APD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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