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Avantra Family Wealth’s Air Products & Chemicals APD Stock Holding History

Avantra Family Wealth’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 		$411K Sell
1,403
-107
-7% -$31.1K 0.26% 116
2026
Q1 		$439K Buy
+1,510
New +$416K 0.33% 92
2025
Q2 		– Sell
-1,171
Closed -$345K – 133
2025
Q1 		$345K Buy
1,171
+375
+47% +$116K 0.33% 106
2024
Q4 		$231K Buy
+796
New +$250K 0.22% 138

Other funds holding APD

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Avantra Family Wealth's APD Position: Q2 2026 in Review

Avantra Family Wealth reduced its Air Products & Chemicals (APD) stake by 7.1% in Q2 2026, selling an estimated $31.1K and leaving 1,403 shares worth $411K. The position accounts for 0.26% of the portfolio, ranked #116.

Avantra Family Wealth first reported a position in APD in Q4 2024 and has held it in 4 quarters since. The position peaked at $439K in Q1 2026. 801 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Avantra Family Wealth held 1,403 shares of Air Products & Chemicals worth $411K as of Q2 2026.
  • Avantra Family Wealth sold 107 Air Products & Chemicals shares in Q2 2026, an estimated $31.1K.
  • Air Products & Chemicals made up 0.26% of Avantra Family Wealth's portfolio in Q2 2026, its #116 holding.
  • Avantra Family Wealth first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 4 quarters since.
  • Avantra Family Wealth's Air Products & Chemicals position peaked at $439K in Q1 2026.
  • 801 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.