INVST’s Air Products & Chemicals APD Stock Holding History

INVST’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 Q2	–	Sell	-4,905	Closed	-$1.45M	–	298
2025 Q1	$1.45M	Buy	+4,905	New	+$1.51M	0.2%	93

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

INVST's APD Position: Q2 2025 in Review

INVST sold out of Air Products & Chemicals (APD) in Q2 2025, closing a stake of 4,905 shares — an estimated $1.45M sold.

INVST first reported a position in APD in Q1 2025 and held it in 1 quarter. The position peaked at $1.45M in Q1 2025. 1,746 funds tracked by Wall St. Rank hold APD as of Q2 2025.

INVST reported no remaining Air Products & Chemicals position as of Q2 2025 after selling out during the quarter.
INVST sold 4,905 Air Products & Chemicals shares in Q2 2025, an estimated $1.45M.
INVST first reported a position in Air Products & Chemicals in Q1 2025 and held it in 1 quarter.
INVST's Air Products & Chemicals position peaked at $1.45M in Q1 2025.
1,746 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2025.

Based on INVST's 13F filing for Q2 2025, filed 16 Oct 2025.