Aventura Private Wealth’s Air Products & Chemicals APD Stock Holding History

Aventura Private 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	$84.4K	Buy	288 +76	+36%	+$22.1K	0.03%	271
2026 Q1	$61.6K	Sell	212 -1,148	-84%	-$317K	0.02%	288
2025 Q4	$336K	Buy	1,360 +1	+0.1%	+$253	0.12%	118
2025 Q3	$371K	Buy	1,359 +6	+0.4%	+$1.74K	0.14%	110
2025 Q2	$382K	Sell	1,353 -9	-0.7%	-$2.46K	0.17%	101
2025 Q1	$402K	Hold	1,362	–	–	0.21%	91
2024 Q4	$395K	Buy	+1,362	New	+$428K	0.21%	90

Other funds holding APD

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

Aventura Private Wealth's APD Position: Q2 2026 in Review

Aventura Private Wealth increased its Air Products & Chemicals (APD) stake by 36% in Q2 2026, buying an estimated $22.1K and bringing the position to 288 shares worth $84.4K. The position accounts for 0.03% of the portfolio, ranked #271.

Aventura Private Wealth first reported a position in APD in Q4 2024 and has held it in 7 quarters since. The position peaked at $402K in Q1 2025. 547 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Aventura Private Wealth held 288 shares of Air Products & Chemicals worth $84.4K as of Q2 2026.
Aventura Private Wealth bought 76 Air Products & Chemicals shares in Q2 2026, an estimated $22.1K.
Air Products & Chemicals made up 0.03% of Aventura Private Wealth's portfolio in Q2 2026, its #271 holding.
Aventura Private Wealth first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Air Products & Chemicals position peaked at $402K in Q1 2025.
547 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.