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

Icon 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
2025 Q4	–	Sell	-3,718	Closed	-$1.01M	–	399
2025 Q3	$1.01M	Sell	3,718 -3,032	-45%	-$878K	0.07%	180
2025 Q2	$1.9M	Sell	6,750 -261	-4%	-$71.4K	0.14%	120
2025 Q1	$2.07M	Sell	7,011 -865	-11%	-$267K	0.17%	99
2024 Q4	$2.28M	Buy	7,876 +230	+3%	+$72.2K	0.19%	92
2024 Q3	$2.28M	Buy	7,646 +169	+2%	+$46.2K	0.19%	88
2024 Q2	$1.97M	Sell	7,477 -2,268	-23%	-$575K	0.18%	93
2024 Q1	$2.36M	Sell	9,745 -1,722	-15%	-$422K	0.22%	85
2023 Q4	$3.14M	Buy	+11,467	New	+$3.15M	0.33%	63
2022 Q4	$6.18M	Buy	20,049 +687	+4%	+$194K	0.71%	30
2022 Q3	$4.51M	Buy	+19,362	New	+$4.79M	0.55%	42

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Icon Wealth Advisors's APD Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Air Products & Chemicals (APD) in Q4 2025, closing a stake of 3,718 shares — an estimated $1.01M sold.

Icon Wealth Advisors first reported a position in APD in Q3 2022 and held it in 10 quarters. The position peaked at $6.18M in Q4 2022. 1,661 funds tracked by Wall St. Rank hold APD as of Q4 2025.

Icon Wealth Advisors reported no remaining Air Products & Chemicals position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 3,718 Air Products & Chemicals shares in Q4 2025, an estimated $1.01M.
Icon Wealth Advisors first reported a position in Air Products & Chemicals in Q3 2022 and held it in 10 quarters.
Icon Wealth Advisors's Air Products & Chemicals position peaked at $6.18M in Q4 2022.
1,661 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.