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Cassaday & Co Wealth Management’s Air Products & Chemicals APD Stock Holding History

Cassaday & Co Wealth Management’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 		$112K Hold
381
– – ﹤0.01% 454
2026
Q1 		$111K Buy
+381
New +$105K ﹤0.01% 436

Other funds holding APD

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Vanguard Capital Management
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State Farm Mutual Automobile Insurance
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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

Cassaday & Co Wealth Management's APD Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Air Products & Chemicals (APD) position steady in Q2 2026 at 381 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Cassaday & Co Wealth Management first reported a position in APD in Q1 2026 and has held it in 2 quarters since. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Cassaday & Co Wealth Management held 381 shares of Air Products & Chemicals worth $112K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Air Products & Chemicals share count unchanged in Q2 2026.
  • Air Products & Chemicals made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #454 holding.
  • Cassaday & Co Wealth Management first reported a position in Air Products & Chemicals in Q1 2026 and has held it in 2 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.