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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dakota Wealth Management's APD Position: Q1 2026 in Review

Dakota Wealth Management reduced its Air Products & Chemicals (APD) stake by 2.5% in Q1 2026, selling an estimated $5.79K and leaving 820 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #706.

Dakota Wealth Management first reported a position in APD in Q1 2023 and has held it in 6 quarters since. The position peaked at $278K in Q2 2023. 1,774 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Dakota Wealth Management held 820 shares of Air Products & Chemicals worth $238K as of Q1 2026.
Dakota Wealth Management sold 21 Air Products & Chemicals shares in Q1 2026, an estimated $5.79K.
Air Products & Chemicals made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #706 holding.
Dakota Wealth Management first reported a position in Air Products & Chemicals in Q1 2023 and has held it in 6 quarters since.
Dakota Wealth Management's Air Products & Chemicals position peaked at $278K in Q2 2023.
1,774 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.