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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invera Wealth Advisors's APD Position: Q1 2026 in Review

Invera Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 0.32% in Q1 2026, selling an estimated $2.76K and leaving 3,073 shares worth $893K. The position accounts for 0.57% of the portfolio, ranked #56.

Invera Wealth Advisors first reported a position in APD in Q4 2023 and has held it in 7 quarters since. The position peaked at $976K in Q1 2025. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Invera Wealth Advisors held 3,073 shares of Air Products & Chemicals worth $893K as of Q1 2026.
Invera Wealth Advisors sold 10 Air Products & Chemicals shares in Q1 2026, an estimated $2.76K.
Air Products & Chemicals made up 0.57% of Invera Wealth Advisors's portfolio in Q1 2026, its #56 holding.
Invera Wealth Advisors first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 7 quarters since.
Invera Wealth Advisors's Air Products & Chemicals position peaked at $976K in Q1 2025.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.