CA
APD icon

Claro Advisors’s Air Products & Chemicals APD Stock Holding History

Claro Advisors’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
Q2 		– Sell
-2,419
Closed -$713K – 381
2025
Q1 		$713K Sell
2,419
-190
-7% -$58.6K 0.1% 193
2024
Q4 		$757K Sell
2,609
-480
-16% -$151K 0.1% 185
2024
Q3 		$920K Sell
3,089
-277
-8% -$75.8K 0.12% 167
2024
Q2 		$869K Buy
3,366
+99
+3% +$25.1K 0.14% 155
2024
Q1 		$791K Buy
3,267
+401
+14% +$98.3K 0.14% 171
2023
Q4 		$785K Sell
2,866
-74
-3% -$20.3K 0.17% 135
2023
Q3 		$833K Buy
2,940
+131
+5% +$38.4K 0.21% 115
2023
Q2 		$841K Buy
2,809
+391
+16% +$111K 0.21% 116
2023
Q1 		$694K Buy
2,418
+191
+9% +$55.7K 0.2% 123
2022
Q4 		$687K Buy
2,227
+794
+55% +$224K 0.22% 109
2022
Q3 		$345K Hold
1,433
– – 0.14% 171
2022
Q2 		$345K Buy
1,433
+731
+104% +$178K 0.14% 171
2022
Q1 		$214K Hold
702
– – 0.08% 254
2021
Q4 		$214K Buy
+702
New +$206K 0.08% 254
2019
Q1 		– Sell
-395
Closed -$66K – 192
2018
Q4 		$66K Buy
+395
New +$62.6K 0.05% 294

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
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
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

Claro Advisors's APD Position: Q2 2025 in Review

Claro Advisors sold out of Air Products & Chemicals (APD) in Q2 2025, closing a stake of 2,419 shares — an estimated $713K sold.

Claro Advisors first reported a position in APD in Q4 2018 and held it in 15 quarters. The position peaked at $920K in Q3 2024. 1,749 funds tracked by Wall St. Rank hold APD as of Q2 2025.

  • Claro Advisors reported no remaining Air Products & Chemicals position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 2,419 Air Products & Chemicals shares in Q2 2025, an estimated $713K.
  • Claro Advisors first reported a position in Air Products & Chemicals in Q4 2018 and held it in 15 quarters.
  • Claro Advisors's Air Products & Chemicals position peaked at $920K in Q3 2024.
  • 1,749 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.