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

Invera 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 		$882K Sell
3,010
-63
-2% -$18.3K 0.47% 58
2026
Q1 		$893K Sell
3,073
-10
-0.3% -$2.76K 0.57% 56
2025
Q4 		$762K Sell
3,083
-230
-7% -$58.3K 0.48% 60
2025
Q3 		$904K Sell
3,313
-5
-0.2% -$1.45K 0.56% 57
2025
Q2 		$936K Buy
3,318
+9
+0.3% +$2.46K 0.61% 54
2025
Q1 		$976K Buy
+3,309
New +$1.02M 0.63% 57
2024
Q2 		– Sell
-3,195
Closed -$744K – 53
2024
Q1 		$744K Buy
3,195
+26
+0.8% +$6.37K 0.63% 45
2023
Q4 		$868K Buy
+3,169
New +$871K 0.54% 61

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

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

Invera Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 2.1% in Q2 2026, selling an estimated $18.3K and leaving 3,010 shares worth $882K. The position accounts for 0.47% of the portfolio, ranked #58.

Invera Wealth Advisors first reported a position in APD in Q4 2023 and has held it in 8 quarters since. The position peaked at $976K in Q1 2025. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Invera Wealth Advisors held 3,010 shares of Air Products & Chemicals worth $882K as of Q2 2026.
  • Invera Wealth Advisors sold 63 Air Products & Chemicals shares in Q2 2026, an estimated $18.3K.
  • Air Products & Chemicals made up 0.47% of Invera Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Invera Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 8 quarters since.
  • Invera Wealth Advisors's Air Products & Chemicals position peaked at $976K in Q1 2025.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.