Dynamic Wealth Strategies’s Air Products & Chemicals APD Stock Holding History

Dynamic Wealth Strategies’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	$27.6K	Sell	94 -78	-45%	-$22.7K	0.01%	190
2026 Q1	$50K	Sell	172 -168	-49%	-$46.3K	0.03%	151
2025 Q4	$84K	Sell	340 -181	-35%	-$45.9K	0.05%	121
2025 Q3	$142K	Sell	521 -202	-28%	-$58.5K	0.09%	94
2025 Q2	$204K	Sell	723 -59	-8%	-$16.1K	0.15%	66
2025 Q1	$231K	Sell	782 -1	-0.1%	-$308	0.19%	62
2024 Q4	$227K	Sell	783 -43	-5%	-$13.5K	0.2%	56
2024 Q3	$246K	Buy	826 +1	+0.1%	+$273	0.2%	57
2024 Q2	$213K	Sell	825 -26	-3%	-$6.59K	0.18%	61
2024 Q1	$206K	Buy	851 +55	+7%	+$13.5K	0.18%	59
2023 Q4	$218K	Buy	+796	New	+$219K	0.2%	55

Other funds holding APD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dynamic Wealth Strategies's APD Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Air Products & Chemicals (APD) stake by 45% in Q2 2026, selling an estimated $22.7K and leaving 94 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #190.

Dynamic Wealth Strategies first reported a position in APD in Q4 2023 and has held it in 11 quarters since. The position peaked at $246K in Q3 2024. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Dynamic Wealth Strategies held 94 shares of Air Products & Chemicals worth $27.6K as of Q2 2026.
Dynamic Wealth Strategies sold 78 Air Products & Chemicals shares in Q2 2026, an estimated $22.7K.
Air Products & Chemicals made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #190 holding.
Dynamic Wealth Strategies first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's Air Products & Chemicals position peaked at $246K in Q3 2024.
1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.