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 Q2	$760K	Sell	2,593 -4	-0.2%	-$1.16K	0.1%	104
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acorn Financial Advisory Services's APD Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Air Products & Chemicals (APD) stake by 0.15% in Q2 2026, selling an estimated $1.16K and leaving 2,593 shares worth $760K. The position accounts for 0.1% of the portfolio, ranked #104.

Acorn Financial Advisory Services first reported a position in APD in Q3 2023 and has held it in 12 quarters since. The position peaked at $811K in Q3 2023. 1,778 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Acorn Financial Advisory Services held 2,593 shares of Air Products & Chemicals worth $760K as of Q2 2026.
Acorn Financial Advisory Services sold 4 Air Products & Chemicals shares in Q2 2026, an estimated $1.16K.
Air Products & Chemicals made up 0.1% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #104 holding.
Acorn Financial Advisory Services first reported a position in Air Products & Chemicals in Q3 2023 and has held it in 12 quarters since.
Acorn Financial Advisory Services's Air Products & Chemicals position peaked at $811K in Q3 2023.
1,778 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.