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Advisor OS’s Air Products & Chemicals APD Stock Holding History

Advisor OS’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 		$707K Sell
2,411
-1
-0% -$291 0.05% 252
2026
Q1 		$701K Buy
2,412
+885
+58% +$244K 0.05% 236
2025
Q4 		$377K Buy
+1,527
New +$387K 0.03% 342
2024
Q4 		– Sell
-4,178
Closed -$1.24M – 410
2024
Q3 		$1.24M Sell
4,178
-320
-7% -$87.5K 0.12% 130
2024
Q2 		$1.16M Buy
4,498
+434
+11% +$110K 0.13% 136
2024
Q1 		$985K Buy
+4,064
New +$996K 0.11% 164

Other funds holding APD

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 Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisor OS's APD Position: Q2 2026 in Review

Advisor OS reduced its Air Products & Chemicals (APD) stake by 0.04% in Q2 2026, selling an estimated $291 and leaving 2,411 shares worth $707K. The position accounts for 0.05% of the portfolio, ranked #252.

Advisor OS first reported a position in APD in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.24M in Q3 2024. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Advisor OS held 2,411 shares of Air Products & Chemicals worth $707K as of Q2 2026.
  • Advisor OS sold 1 Air Products & Chemicals share in Q2 2026, an estimated $291.
  • Air Products & Chemicals made up 0.05% of Advisor OS's portfolio in Q2 2026, its #252 holding.
  • Advisor OS first reported a position in Air Products & Chemicals in Q1 2024 and has held it in 6 quarters since.
  • Advisor OS's Air Products & Chemicals position peaked at $1.24M in Q3 2024.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.