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Atria Wealth Solutions’s Air Products & Chemicals APD Stock Holding History

Atria Wealth Solutions’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
Q2 		$2.5M Sell
8,854
-4,030
-31% -$1.1M 0.06% 360
2025
Q1 		$3.8M Sell
12,884
-4,181
-25% -$1.29M 0.05% 417
2024
Q4 		$4.95M Sell
17,065
-3,204
-16% -$1.01M 0.05% 351
2024
Q3 		$6.03M Sell
20,269
-1,966
-9% -$538K 0.07% 299
2024
Q2 		$5.74M Buy
22,235
+676
+3% +$171K 0.06% 308
2024
Q1 		$5.24M Buy
21,559
+1,135
+6% +$278K 0.06% 329
2023
Q4 		$5.61M Buy
20,424
+928
+5% +$255K 0.07% 284
2023
Q3 		$5.54M Buy
19,496
+1,048
+6% +$307K 0.08% 264
2023
Q2 		$5.53M Sell
18,448
-1,896
-9% -$540K 0.08% 258
2023
Q1 		$5.85M Sell
20,344
-894
-4% -$261K 0.09% 229
2022
Q4 		$6.56M Buy
21,238
+357
+2% +$101K 0.11% 206
2022
Q3 		$4.87M Sell
20,881
-12,897
-38% -$3.19M 0.08% 237
2022
Q2 		$7.1M Buy
33,778
+17,323
+105% +$4.21M 0.13% 165
2022
Q1 		$4.12M Buy
+16,455
New +$4.23M 0.07% 293

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's APD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Air Products & Chemicals (APD) stake by 31% in Q2 2025, selling an estimated $1.1M and leaving 8,854 shares worth $2.5M. The position accounts for 0.06% of the portfolio, ranked #360.

Atria Wealth Solutions first reported a position in APD in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.1M in Q2 2022. 1,749 funds tracked by Wall St. Rank hold APD as of Q2 2025.

  • Atria Wealth Solutions held 8,854 shares of Air Products & Chemicals worth $2.5M as of Q2 2025.
  • Atria Wealth Solutions sold 4,030 Air Products & Chemicals shares in Q2 2025, an estimated $1.1M.
  • Air Products & Chemicals made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #360 holding.
  • Atria Wealth Solutions first reported a position in Air Products & Chemicals in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Air Products & Chemicals position peaked at $7.1M in Q2 2022.
  • 1,749 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.