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AGH Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

AGH Wealth Advisors’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 		$274K Sell
934
-40
-4% -$11.6K 0.17% 102
2026
Q1 		$283K Sell
974
-74
-7% -$20.4K 0.21% 95
2025
Q4 		$259K Sell
1,048
-47
-4% -$11.9K 0.19% 92
2025
Q3 		$299K Buy
1,095
+154
+16% +$44.6K 0.22% 88
2025
Q2 		$265K Buy
941
+17
+2% +$4.65K 0.22% 91
2025
Q1 		$273K Buy
924
+2
+0.2% +$617 0.26% 89
2024
Q4 		$267K Buy
+922
New +$290K 0.25% 91

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

AGH Wealth Advisors's APD Position: Q2 2026 in Review

AGH Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 4.1% in Q2 2026, selling an estimated $11.6K and leaving 934 shares worth $274K. The position accounts for 0.17% of the portfolio, ranked #102.

AGH Wealth Advisors first reported a position in APD in Q4 2024 and has held it in 7 quarters since. The position peaked at $299K in Q3 2025. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • AGH Wealth Advisors held 934 shares of Air Products & Chemicals worth $274K as of Q2 2026.
  • AGH Wealth Advisors sold 40 Air Products & Chemicals shares in Q2 2026, an estimated $11.6K.
  • Air Products & Chemicals made up 0.17% of AGH Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • AGH Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's Air Products & Chemicals position peaked at $299K in Q3 2025.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.