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

Arete 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 Q1	–	Sell	-4,021	Closed	-$993K	–	339
2025 Q4	$993K	Sell	4,021 -71	-2%	-$18K	0.06%	291
2025 Q3	$1.11M	Buy	4,092 +17	+0.4%	+$4.92K	0.07%	259
2025 Q2	$1.15M	Buy	4,075 +53	+1%	+$14.5K	0.08%	234
2025 Q1	$1.19M	Sell	4,022 -2	-0%	-$617	0.09%	227
2024 Q4	$1.17M	Buy	4,024 +1,172	+41%	+$368K	0.08%	232
2024 Q3	$847K	Buy	+2,852	New	+$780K	0.07%	251
2024 Q1	–	Sell	-4,004	Closed	-$1.1M	–	400
2023 Q4	$1.1M	Buy	+4,004	New	+$1.1M	0.08%	232
2023 Q3	–	Sell	-1,943	Closed	-$582K	–	517
2023 Q2	$582K	Sell	1,943 -562	-22%	-$160K	0.05%	331
2023 Q1	$720K	Sell	2,505 -7	-0.3%	-$2.04K	0.06%	274
2022 Q4	$774M	Buy	+2,512	New	+$708K	0.07%	247

Other funds holding APD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arete Wealth Advisors's APD Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Air Products & Chemicals (APD) in Q1 2026, closing a stake of 4,021 shares — an estimated $993K sold.

Arete Wealth Advisors first reported a position in APD in Q4 2022 and held it in 10 quarters. The position peaked at $774M in Q4 2022. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Arete Wealth Advisors reported no remaining Air Products & Chemicals position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 4,021 Air Products & Chemicals shares in Q1 2026, an estimated $993K.
Arete Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2022 and held it in 10 quarters.
Arete Wealth Advisors's Air Products & Chemicals position peaked at $774M in Q4 2022.
1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.