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Castleview Partners’s Air Products & Chemicals APD Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-191
Closed -$54.1K – 197
2024
Q4 		$54.1K Sell
191
-2
-1% -$628 0.03% 332
2024
Q3 		$57.5K Sell
193
-136
-41% -$37.2K 0.03% 313
2024
Q2 		$84.9K Sell
329
-370
-53% -$93.8K 0.05% 256
2024
Q1 		$169K Buy
699
+46
+7% +$11.3K 0.09% 196
2023
Q4 		$179K Buy
653
+16
+3% +$4.4K 0.13% 144
2023
Q3 		$181K Buy
637
+4
+0.6% +$1.17K 0.17% 124
2023
Q2 		$190K Hold
633
– – 0.17% 118
2023
Q1 		$182K Buy
+633
New +$185K 0.16% 136
2022
Q4 		– Sell
-777
Closed -$181K – 648
2022
Q3 		$181K Buy
777
+456
+142% +$113K 0.17% 127
2022
Q2 		$67.1K Sell
321
-983
-75% -$239K 0.05% 260
2022
Q1 		$325K Buy
+1,304
New +$335K 0.2% 105
2021
Q2 		$235K Buy
+816
New +$240K 0.1% 202

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Castleview Partners's APD Position: Q1 2025 in Review

Castleview Partners sold out of Air Products & Chemicals (APD) in Q1 2025, closing a stake of 191 shares — an estimated $54.1K sold.

Castleview Partners first reported a position in APD in Q2 2021 and held it in 12 quarters. The position peaked at $325K in Q1 2022. 1,793 funds tracked by Wall St. Rank hold APD as of Q1 2025.

  • Castleview Partners reported no remaining Air Products & Chemicals position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 191 Air Products & Chemicals shares in Q1 2025, an estimated $54.1K.
  • Castleview Partners first reported a position in Air Products & Chemicals in Q2 2021 and held it in 12 quarters.
  • Castleview Partners's Air Products & Chemicals position peaked at $325K in Q1 2022.
  • 1,793 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.