Alta Advisers’s Air Products & Chemicals APD Stock Holding History

Alta Advisers’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	$256K	Hold	874	–	–	0.06%	181
2026 Q1	$254K	Hold	874	–	–	0.09%	167
2025 Q4	$216K	Sell	874 -160	-15%	-$40.6K	0.08%	179
2025 Q3	$282K	Hold	1,034	–	–	0.09%	184
2025 Q2	$292K	Hold	1,034	–	–	0.1%	173
2025 Q1	$305K	Buy	1,034 +300	+41%	+$92.5K	0.13%	154
2024 Q4	$213K	Buy	734 +134	+22%	+$42.1K	0.13%	143
2024 Q3	$179K	Hold	600	–	–	0.08%	167
2024 Q2	$155K	Hold	600	–	–	0.07%	165
2024 Q1	$145K	Hold	600	–	–	0.07%	181
2023 Q4	$164K	Hold	600	–	–	0.09%	144
2023 Q3	$170K	Hold	600	–	–	0.1%	125
2023 Q2	$180K	Hold	600	–	–	0.1%	119
2023 Q1	$172K	Hold	600	–	–	0.1%	119
2022 Q4	$185K	Hold	600	–	–	0.11%	106
2022 Q3	$140K	Buy	+600	New	+$149K	0.09%	136

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 $3.37T AUM 44.26% 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

Alta Advisers's APD Position: Q2 2026 in Review

Alta Advisers held its Air Products & Chemicals (APD) position steady in Q2 2026 at 874 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #181.

Alta Advisers first reported a position in APD in Q3 2022 and has held it in 16 quarters since. The position peaked at $305K in Q1 2025. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Alta Advisers held 874 shares of Air Products & Chemicals worth $256K as of Q2 2026.
Alta Advisers left its Air Products & Chemicals share count unchanged in Q2 2026.
Air Products & Chemicals made up 0.06% of Alta Advisers's portfolio in Q2 2026, its #181 holding.
Alta Advisers first reported a position in Air Products & Chemicals in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's Air Products & Chemicals position peaked at $305K in Q1 2025.
1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.