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Kestra Private Wealth Services’s Air Products & Chemicals APD Stock Holding History

Kestra Private Wealth Services’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 		$4.67M Buy
16,069
+4,779
+42% +$1.32M 0.06% 337
2025
Q4 		$2.79M Sell
11,290
-5,336
-32% -$1.35M 0.03% 444
2025
Q3 		$4.53M Sell
16,626
-7,213
-30% -$2.09M 0.06% 320
2025
Q2 		$6.72M Sell
23,839
-571
-2% -$156K 0.1% 234
2025
Q1 		$7.2M Buy
24,410
+356
+1% +$110K 0.12% 197
2024
Q4 		$6.98M Buy
24,054
+3,210
+15% +$1.01M 0.12% 188
2024
Q3 		$6.21M Buy
20,844
+764
+4% +$209K 0.11% 199
2024
Q2 		$5.18M Buy
20,080
+1,299
+7% +$329K 0.1% 215
2024
Q1 		$4.55M Buy
18,781
+1,657
+10% +$406K 0.1% 217
2023
Q4 		$4.69M Buy
17,124
+1,028
+6% +$283K 0.12% 195
2023
Q3 		$4.56M Buy
16,096
+675
+4% +$198K 0.14% 166
2023
Q2 		$4.62M Buy
15,421
+2,309
+18% +$658K 0.16% 151
2023
Q1 		$3.77M Buy
13,112
+1,866
+17% +$545K 0.15% 156
2022
Q4 		$3.47M Buy
11,246
+345
+3% +$97.2K 0.18% 146
2022
Q3 		$2.54M Buy
10,901
+1,094
+11% +$271K 0.15% 164
2022
Q2 		$2.36M Buy
9,807
+6,796
+226% +$1.65M 0.13% 181
2022
Q1 		$752K Sell
3,011
-1,598
-35% -$411K 0.04% 454
2021
Q4 		$1.4M Buy
4,609
+1,305
+39% +$383K 0.07% 306
2021
Q3 		$846K Buy
3,304
+818
+33% +$226K 0.05% 392
2021
Q2 		$715K Sell
2,486
-18
-0.7% -$5.28K 0.04% 423
2021
Q1 		$705K Sell
2,504
-185
-7% -$50.3K 0.05% 379
2020
Q4 		$729K Buy
2,689
+1,247
+86% +$351K 0.05% 354
2020
Q3 		$430K Buy
+1,442
New +$415K 0.04% 413

Other funds holding APD

BlackRock
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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Private Wealth Services's APD Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Air Products & Chemicals (APD) stake by 42% in Q1 2026, buying an estimated $1.32M and bringing the position to 16,069 shares worth $4.67M. The position accounts for 0.06% of the portfolio, ranked #337.

Kestra Private Wealth Services first reported a position in APD in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.2M in Q1 2025. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Kestra Private Wealth Services held 16,069 shares of Air Products & Chemicals worth $4.67M as of Q1 2026.
  • Kestra Private Wealth Services bought 4,779 Air Products & Chemicals shares in Q1 2026, an estimated $1.32M.
  • Air Products & Chemicals made up 0.06% of Kestra Private Wealth Services's portfolio in Q1 2026, its #337 holding.
  • Kestra Private Wealth Services first reported a position in Air Products & Chemicals in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Air Products & Chemicals position peaked at $7.2M in Q1 2025.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.