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Crestwood Advisors Group’s Air Products & Chemicals APD Stock Holding History

Crestwood Advisors Group’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 		$613K Buy
2,090
+204
+11% +$59.3K 0.01% 428
2026
Q1 		$548K Buy
1,886
+474
+34% +$131K 0.01% 401
2025
Q4 		$349K Buy
1,412
+212
+18% +$53.7K 0.01% 482
2025
Q3 		$327K Buy
1,200
+36
+3% +$10.4K 0.01% 452
2025
Q2 		$328K Sell
1,164
-161
-12% -$44.1K 0.01% 422
2025
Q1 		$391K Buy
1,325
+231
+21% +$71.2K 0.01% 379
2024
Q4 		$317K Buy
1,094
+323
+42% +$101K 0.01% 376
2024
Q3 		$230K Buy
+771
New +$211K ﹤0.01% 407
2024
Q2 		– Sell
-1,012
Closed -$245K – 427
2024
Q1 		$245K Sell
1,012
-5,745
-85% -$1.41M 0.01% 381
2023
Q4 		$1.85M Sell
6,757
-1,266
-16% -$348K 0.04% 166
2023
Q3 		$2.27M Buy
+8,023
New +$2.35M 0.06% 148
2020
Q4 		– Sell
-707
Closed -$211K – 269
2020
Q3 		$211K Buy
+707
New +$203K 0.01% 224

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

Crestwood Advisors Group's APD Position: Q2 2026 in Review

Crestwood Advisors Group increased its Air Products & Chemicals (APD) stake by 11% in Q2 2026, buying an estimated $59.3K and bringing the position to 2,090 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #428.

Crestwood Advisors Group first reported a position in APD in Q3 2020 and has held it in 12 quarters since. The position peaked at $2.27M in Q3 2023. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Crestwood Advisors Group held 2,090 shares of Air Products & Chemicals worth $613K as of Q2 2026.
  • Crestwood Advisors Group bought 204 Air Products & Chemicals shares in Q2 2026, an estimated $59.3K.
  • Air Products & Chemicals made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #428 holding.
  • Crestwood Advisors Group first reported a position in Air Products & Chemicals in Q3 2020 and has held it in 12 quarters since.
  • Crestwood Advisors Group's Air Products & Chemicals position peaked at $2.27M in Q3 2023.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.