AF
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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
Q2 		$1.3M Buy
4,440
+110
+3% +$32K 0.05% 119
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aviso Financial's APD Position: Q2 2026 in Review

Aviso Financial increased its Air Products & Chemicals (APD) stake by 2.5% in Q2 2026, buying an estimated $32K and bringing the position to 4,440 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #119.

Aviso Financial first reported a position in APD in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.49M in Q3 2025. 1,776 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Aviso Financial held 4,440 shares of Air Products & Chemicals worth $1.3M as of Q2 2026.
  • Aviso Financial bought 110 Air Products & Chemicals shares in Q2 2026, an estimated $32K.
  • Air Products & Chemicals made up 0.05% of Aviso Financial's portfolio in Q2 2026, its #119 holding.
  • Aviso Financial first reported a position in Air Products & Chemicals in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's Air Products & Chemicals position peaked at $2.49M in Q3 2025.
  • 1,776 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.