AAS
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Avantax Advisory Services’s Air Products & Chemicals APD Stock Holding History

Avantax Advisory Services’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 		$18.9M Buy
67,111
+2,748
+4% +$752K 0.1% 153
2025
Q1 		$19M Buy
64,363
+2,547
+4% +$785K 0.12% 135
2024
Q4 		$17.9M Buy
61,816
+2,282
+4% +$717K 0.11% 138
2024
Q3 		$17.7M Buy
59,534
+3,245
+6% +$887K 0.12% 138
2024
Q2 		$14.5M Buy
56,289
+31,408
+126% +$7.97M 0.1% 153
2024
Q1 		$6.03M Buy
24,881
+14,981
+151% +$3.67M 0.05% 264
2023
Q4 		$2.71M Buy
9,900
+1,902
+24% +$523K 0.03% 423
2023
Q3 		$2.27M Buy
7,998
+625
+8% +$183K 0.03% 425
2023
Q2 		$2.21M Sell
7,373
-3
-0% -$854 0.03% 428
2023
Q1 		$2.12M Sell
7,376
-1,174
-14% -$343K 0.03% 428
2022
Q4 		$2.64M Sell
8,550
-520
-6% -$147K 0.04% 355
2022
Q3 		$2.11M Buy
9,070
+2,131
+31% +$528K 0.03% 361
2022
Q2 		$1.67M Buy
6,939
+2,767
+66% +$673K 0.03% 418
2022
Q1 		$1.04M Buy
4,172
+913
+28% +$235K 0.01% 535
2021
Q4 		$992K Buy
3,259
+543
+20% +$159K 0.01% 535
2021
Q3 		$699K Buy
2,716
+184
+7% +$50.9K 0.01% 589
2021
Q2 		$731K Sell
2,532
-15
-0.6% -$4.4K 0.01% 558
2021
Q1 		$714K Buy
2,547
+613
+32% +$167K 0.02% 510
2020
Q4 		$527K Sell
1,934
-3,735
-66% -$1.05M 0.01% 544
2020
Q3 		$1.69M Buy
5,669
+3,430
+153% +$987K 0.03% 399
2020
Q2 		$542K Buy
2,239
+1,044
+87% +$238K 0.02% 463
2020
Q1 		$239K Buy
1,195
+117
+11% +$26.7K 0.01% 660
2019
Q4 		$253K Buy
1,078
+56
+5% +$12.6K 0.01% 687
2019
Q3 		$228K Buy
+1,022
New +$230K 0.01% 502

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's APD Position: Q2 2025 in Review

Avantax Advisory Services increased its Air Products & Chemicals (APD) stake by 4.3% in Q2 2025, buying an estimated $752K and bringing the position to 67,111 shares worth $18.9M. The position accounts for 0.1% of the portfolio, ranked #153.

Avantax Advisory Services first reported a position in APD in Q3 2019 and has held it in 24 quarters since. The position peaked at $19M in Q1 2025. 1,746 funds tracked by Wall St. Rank hold APD as of Q2 2025.

  • Avantax Advisory Services held 67,111 shares of Air Products & Chemicals worth $18.9M as of Q2 2025.
  • Avantax Advisory Services bought 2,748 Air Products & Chemicals shares in Q2 2025, an estimated $752K.
  • Air Products & Chemicals made up 0.1% of Avantax Advisory Services's portfolio in Q2 2025, its #153 holding.
  • Avantax Advisory Services first reported a position in Air Products & Chemicals in Q3 2019 and has held it in 24 quarters since.
  • Avantax Advisory Services's Air Products & Chemicals position peaked at $19M in Q1 2025.
  • 1,746 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.