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
2025 Q4	–	Sell	-4,092	Closed	-$1.11M	–	378
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	$774K	Buy	+2,512	New	+$708K	0.07%	247

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Arete Wealth Advisors's APD Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Air Products & Chemicals (APD) in Q4 2025, closing a stake of 4,092 shares — an estimated $1.11M sold.

Arete Wealth Advisors first reported a position in APD in Q4 2022 and held it in 9 quarters. The position peaked at $1.19M in Q1 2025. 1,667 funds tracked by Wall St. Rank hold APD as of Q4 2025.

Arete Wealth Advisors reported no remaining Air Products & Chemicals position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 4,092 Air Products & Chemicals shares in Q4 2025, an estimated $1.11M.
Arete Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2022 and held it in 9 quarters.
Arete Wealth Advisors's Air Products & Chemicals position peaked at $1.19M in Q1 2025.
1,667 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.