Diversify Advisory Services’s Air Products & Chemicals APD Stock Holding History

Diversify Advisory Services’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	–	Sell	-6,951	Closed	-$1.86M	–	242
2025 Q4	$1.86M	Buy	6,951 +266	+4%	+$67.4K	0.06%	240
2025 Q3	$1.6M	Buy	6,685 +211	+3%	+$61.1K	0.05%	258
2025 Q2	$1.87M	Buy	6,474 +2,229	+53%	+$610K	0.07%	198
2025 Q1	$1.15M	Sell	4,245 -248	-6%	-$76.5K	0.07%	196
2024 Q4	$1.32M	Sell	4,493 -4,728	-51%	-$1.48M	0.07%	191
2024 Q3	$3.05M	Sell	9,221 -2,691	-23%	-$736K	0.16%	110
2024 Q2	$3.03M	Sell	11,912 -2,489	-17%	-$631K	0.17%	110
2024 Q1	$3.51M	Buy	+14,401	New	+$3.53M	0.21%	104

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

Diversify Advisory Services's APD Position: Q1 2026 in Review

Diversify Advisory Services sold out of Air Products & Chemicals (APD) in Q1 2026, closing a stake of 6,951 shares — an estimated $1.86M sold.

Diversify Advisory Services first reported a position in APD in Q1 2024 and held it in 8 quarters. The position peaked at $3.51M in Q1 2024. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Diversify Advisory Services reported no remaining Air Products & Chemicals position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 6,951 Air Products & Chemicals shares in Q1 2026, an estimated $1.86M.
Diversify Advisory Services first reported a position in Air Products & Chemicals in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's Air Products & Chemicals position peaked at $3.51M in Q1 2024.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.