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GoalVest Advisory’s Air Products & Chemicals APD Stock Holding History

GoalVest Advisory’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 		$9.68K Sell
33
-624
-95% -$181K ﹤0.01% 351
2026
Q1 		$191K Sell
657
-23
-3% -$6.34K 0.04% 150
2025
Q4 		$168K Buy
680
+80
+13% +$20.3K 0.03% 159
2025
Q3 		$164K Sell
600
-50
-8% -$14.5K 0.03% 143
2025
Q2 		$183K Buy
650
+576
+778% +$158K 0.05% 132
2025
Q1 		$21.8K Buy
74
+1
+1% +$308 0.01% 233
2024
Q4 		$21.2K Sell
73
-48
-40% -$15.1K 0.01% 244
2024
Q3 		$36K Buy
121
+71
+142% +$19.4K 0.01% 216
2024
Q2 		$12.9K Sell
50
-5
-9% -$1.27K ﹤0.01% 262
2024
Q1 		$13.3K Sell
55
-39
-41% -$9.56K ﹤0.01% 296
2023
Q4 		$25.7K Sell
94
-218
-70% -$59.9K 0.01% 187
2023
Q3 		$88.4K Buy
312
+79
+34% +$23.2K 0.04% 113
2023
Q2 		$69.8K Buy
+233
New +$66.4K 0.04% 122
2022
Q2 		– Sell
-2,116
Closed -$529K – 316
2022
Q1 		$529K Buy
+2,116
New +$544K 0.3% 85

Other funds holding APD

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GoalVest Advisory's APD Position: Q2 2026 in Review

GoalVest Advisory reduced its Air Products & Chemicals (APD) stake by 95% in Q2 2026, selling an estimated $181K and leaving 33 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

GoalVest Advisory first reported a position in APD in Q1 2022 and has held it in 14 quarters since. The position peaked at $529K in Q1 2022. 307 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • GoalVest Advisory held 33 shares of Air Products & Chemicals worth $9.68K as of Q2 2026.
  • GoalVest Advisory sold 624 Air Products & Chemicals shares in Q2 2026, an estimated $181K.
  • Air Products & Chemicals made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #351 holding.
  • GoalVest Advisory first reported a position in Air Products & Chemicals in Q1 2022 and has held it in 14 quarters since.
  • GoalVest Advisory's Air Products & Chemicals position peaked at $529K in Q1 2022.
  • 307 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.