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Independence Wealth Advisors (Ohio)’s Air Products & Chemicals APD Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$219K Sell
748
-65
-8% -$18.9K 0.11% 83
2026
Q1 		$236K Sell
813
-83
-9% -$22.9K 0.13% 80
2025
Q4 		$221K Buy
+896
New +$227K 0.12% 79

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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

Independence Wealth Advisors (Ohio)'s APD Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) reduced its Air Products & Chemicals (APD) stake by 8% in Q2 2026, selling an estimated $18.9K and leaving 748 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #83.

Independence Wealth Advisors (Ohio) first reported a position in APD in Q4 2025 and has held it in 3 quarters since. The position peaked at $236K in Q1 2026. 1,764 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 748 shares of Air Products & Chemicals worth $219K as of Q2 2026.
  • Independence Wealth Advisors (Ohio) sold 65 Air Products & Chemicals shares in Q2 2026, an estimated $18.9K.
  • Air Products & Chemicals made up 0.11% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #83 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in Air Products & Chemicals in Q4 2025 and has held it in 3 quarters since.
  • Independence Wealth Advisors (Ohio)'s Air Products & Chemicals position peaked at $236K in Q1 2026.
  • 1,764 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.