Cooper/Haims Advisors’s Air Products & Chemicals APD Stock Holding History

Cooper/Haims 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
2026 Q3	$218K	Buy	783 +40	+5%	+$11.9K	0.1%	108
2026 Q2	$218K	Hold	743	–	–	0.09%	99
2026 Q1	$216K	Buy	+743	New	+$205K	0.1%	89
2025 Q3	–	Sell	-715	Closed	-$202K	–	89
2025 Q2	$202K	Hold	715	–	–	0.1%	81
2025 Q1	$211K	Sell	715 -45	-6%	-$13.9K	0.11%	72
2024 Q4	$220K	Buy	760 +18	+2%	+$5.65K	0.13%	71
2024 Q3	$221K	Sell	742 -37	-5%	-$10.1K	0.12%	75
2024 Q2	$201K	Buy	+779	New	+$198K	0.11%	80
2023 Q4	–	Sell	-708	Closed	-$201K	–	81
2023 Q3	$201K	Sell	708 -3	-0.4%	-$880	0.16%	72
2023 Q2	$213K	Buy	711 +3	+0.4%	+$854	0.16%	66
2023 Q1	$203K	Hold	708	–	–	0.16%	67
2022 Q4	$218K	Buy	+708	New	+$200K	0.15%	62
2022 Q1	–	Sell	-747	Closed	-$227K	–	80
2021 Q4	$227K	Hold	747	–	–	0.14%	68
2021 Q3	$215K	Hold	747	–	–	0.13%	71
2021 Q2	$215K	Sell	747 -50	-6%	-$14.7K	0.14%	74
2021 Q1	$224K	Hold	797	–	–	0.16%	68
2020 Q4	$218K	Sell	797 -50	-6%	-$14.1K	0.17%	61
2020 Q3	$252K	Hold	847	–	–	0.21%	49
2020 Q2	$205K	Buy	+847	New	+$193K	0.17%	51
2020 Q1	–	Sell	-1,018	Closed	-$239K	–	45
2019 Q4	$239K	Buy	+1,018	New	+$230K	0.13%	51
2019 Q3	–	Sell	-1,018	Closed	-$230K	–	52
2019 Q2	$230K	Sell	1,018 -1,000	-50%	-$207K	0.14%	46
2019 Q1	$385K	Hold	2,018	–	–	0.25%	29
2018 Q4	$323K	Buy	2,018 +7	+0.3%	+$1.11K	0.22%	36
2018 Q3	$336K	Hold	2,011	–	–	0.23%	34
2018 Q2	$313K	Hold	2,011	–	–	0.23%	33
2018 Q1	$320K	Hold	2,011	–	–	0.28%	33
2017 Q4	$330K	Buy	+2,011	New	+$320K	0.31%	31

Other funds holding APD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cooper/Haims Advisors's APD Position: Q3 2026 in Review

Cooper/Haims Advisors increased its Air Products & Chemicals (APD) stake by 5.4% in Q3 2026, buying an estimated $11.9K and bringing the position to 783 shares worth $218K. The position accounts for 0.1% of the portfolio, ranked #108.

Cooper/Haims Advisors first reported a position in APD in Q4 2017 and has held it in 27 quarters since. The position peaked at $385K in Q1 2019. 1,153 funds tracked by Wall St. Rank hold APD as of Q3 2026.

Cooper/Haims Advisors held 783 shares of Air Products & Chemicals worth $218K as of Q3 2026.
Cooper/Haims Advisors bought 40 Air Products & Chemicals shares in Q3 2026, an estimated $11.9K.
Air Products & Chemicals made up 0.1% of Cooper/Haims Advisors's portfolio in Q3 2026, its #108 holding.
Cooper/Haims Advisors first reported a position in Air Products & Chemicals in Q4 2017 and has held it in 27 quarters since.
Cooper/Haims Advisors's Air Products & Chemicals position peaked at $385K in Q1 2019.
1,153 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2026.

Based on Cooper/Haims Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.