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

Dakota 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 		$241K Buy
823
+3
+0.4% +$873 ﹤0.01% 716
2026
Q1 		$238K Sell
820
-21
-2% -$5.79K 0.01% 706
2025
Q4 		$208K Buy
+841
New +$213K ﹤0.01% 738
2025
Q1 		– Sell
-740
Closed -$215K – 754
2024
Q4 		$215K Buy
+740
New +$232K ﹤0.01% 696
2024
Q1 		– Sell
-879
Closed -$241K – 726
2023
Q4 		$241K Buy
+879
New +$242K 0.01% 563
2023
Q3 		– Sell
-928
Closed -$278K – 659
2023
Q2 		$278K Buy
928
+1
+0.1% +$285 0.01% 500
2023
Q1 		$266K Buy
+927
New +$271K 0.02% 493

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 $3.38T AUM 44.17% 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

Dakota Wealth Management's APD Position: Q2 2026 in Review

Dakota Wealth Management increased its Air Products & Chemicals (APD) stake by 0.37% in Q2 2026, buying an estimated $873 and bringing the position to 823 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Dakota Wealth Management first reported a position in APD in Q1 2023 and has held it in 7 quarters since. The position peaked at $278K in Q2 2023. 1,778 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Dakota Wealth Management held 823 shares of Air Products & Chemicals worth $241K as of Q2 2026.
  • Dakota Wealth Management bought 3 Air Products & Chemicals shares in Q2 2026, an estimated $873.
  • Air Products & Chemicals made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #716 holding.
  • Dakota Wealth Management first reported a position in Air Products & Chemicals in Q1 2023 and has held it in 7 quarters since.
  • Dakota Wealth Management's Air Products & Chemicals position peaked at $278K in Q2 2023.
  • 1,778 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.