Aviso Financial’s Air Products & Chemicals APD Stock Holding History

Aviso Financial’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 Q1	$1.26M	Buy	4,330 +228	+6%	+$62.9K	0.04%	140
2025 Q4	$1.01M	Sell	4,102 -5,011	-55%	-$1.27M	0.04%	155
2025 Q3	$2.49M	Buy	9,113 +426	+5%	+$123K	0.1%	98
2025 Q2	$2.45M	Buy	8,687 +1,536	+21%	+$420K	0.11%	93
2025 Q1	$2.11M	Buy	7,151 +516	+8%	+$159K	0.1%	101
2024 Q4	$1.92M	Buy	6,635 +245	+4%	+$76.9K	0.1%	98
2024 Q3	$1.9M	Buy	6,390 +542	+9%	+$148K	0.09%	100
2024 Q2	$1.51M	Buy	+5,848	New	+$1.48M	0.08%	101

Other funds holding APD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aviso Financial's APD Position: Q1 2026 in Review

Aviso Financial increased its Air Products & Chemicals (APD) stake by 5.6% in Q1 2026, buying an estimated $62.9K and bringing the position to 4,330 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #140.

Aviso Financial first reported a position in APD in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.49M in Q3 2025. 1,773 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Aviso Financial held 4,330 shares of Air Products & Chemicals worth $1.26M as of Q1 2026.
Aviso Financial bought 228 Air Products & Chemicals shares in Q1 2026, an estimated $62.9K.
Air Products & Chemicals made up 0.04% of Aviso Financial's portfolio in Q1 2026, its #140 holding.
Aviso Financial first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Air Products & Chemicals position peaked at $2.49M in Q3 2025.
1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.