EWA
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EverSource Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

EverSource Wealth Advisors’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 		$450K Sell
1,536
-456
-23% -$133K 0.02% 598
2026
Q1 		$579K Buy
1,992
+560
+39% +$154K 0.02% 541
2025
Q4 		$354K Sell
1,432
-167
-10% -$42.3K 0.01% 690
2025
Q3 		$436K Buy
1,599
+7
+0.4% +$2.03K 0.02% 551
2025
Q2 		$449K Sell
1,592
-90
-5% -$24.6K 0.02% 498
2025
Q1 		$496K Sell
1,682
-3
-0.2% -$925 0.03% 385
2024
Q4 		$489K Buy
1,685
+280
+20% +$87.9K 0.03% 376
2024
Q3 		$418K Buy
1,405
+72
+5% +$19.7K 0.03% 369
2024
Q2 		$352K Buy
1,333
+849
+175% +$215K 0.02% 393
2024
Q1 		$114K Sell
484
-222
-31% -$54.4K 0.01% 662
2023
Q4 		$193K Buy
706
+104
+17% +$28.6K 0.02% 436
2023
Q3 		$171K Buy
602
+85
+16% +$24.9K 0.02% 430
2023
Q2 		$155K Buy
517
+223
+76% +$63.5K 0.02% 455
2023
Q1 		$84.5K Sell
294
-36
-11% -$10.5K 0.01% 601
2022
Q4 		$102K Sell
330
-53
-14% -$14.9K 0.02% 498
2022
Q3 		$89K Buy
383
+77
+25% +$19.1K 0.02% 457
2022
Q2 		$74K Sell
306
-205
-40% -$49.9K 0.02% 468
2022
Q1 		$127K Sell
511
-228
-31% -$58.6K 0.03% 301
2021
Q4 		$225K Buy
+739
New +$217K 0.06% 212

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

EverSource Wealth Advisors's APD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 23% in Q2 2026, selling an estimated $133K and leaving 1,536 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #598.

EverSource Wealth Advisors first reported a position in APD in Q4 2021 and has held it in 19 quarters since. The position peaked at $579K in Q1 2026. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • EverSource Wealth Advisors held 1,536 shares of Air Products & Chemicals worth $450K as of Q2 2026.
  • EverSource Wealth Advisors sold 456 Air Products & Chemicals shares in Q2 2026, an estimated $133K.
  • Air Products & Chemicals made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #598 holding.
  • EverSource Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Air Products & Chemicals position peaked at $579K in Q1 2026.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.