KWA
APD icon

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

Kingswood 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 		$4.83M Sell
16,463
-121
-0.7% -$35.2K 0.19% 122
2026
Q1 		$4.82M Sell
16,584
-253
-2% -$69.8K 0.23% 101
2025
Q4 		$4.16M Buy
16,837
+4,099
+32% +$1.04M 0.2% 113
2025
Q3 		$3.47M Sell
12,738
-604
-5% -$175K 0.21% 117
2025
Q2 		$3.76M Sell
13,342
-204
-2% -$55.8K 0.3% 71
2025
Q1 		$3.99M Sell
13,546
-753
-5% -$232K 0.36% 56
2024
Q4 		$4.15M Sell
14,299
-1,990
-12% -$625K 0.31% 62
2024
Q3 		$4.85M Buy
16,289
+1,467
+10% +$401K 0.35% 65
2024
Q2 		$3.82M Buy
14,822
+6,808
+85% +$1.73M 0.34% 63
2024
Q1 		$1.94M Sell
8,014
-6,873
-46% -$1.68M 0.22% 102
2023
Q4 		$4.08M Buy
14,887
+1,506
+11% +$414K 0.46% 39
2023
Q3 		$3.79M Buy
13,381
+514
+4% +$151K 0.65% 33
2023
Q2 		$3.85M Buy
+12,867
New +$3.66M 1.23% 15

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

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

Kingswood Wealth Advisors reduced its Air Products & Chemicals (APD) stake by 0.73% in Q2 2026, selling an estimated $35.2K and leaving 16,463 shares worth $4.83M. The position accounts for 0.19% of the portfolio, ranked #122.

Kingswood Wealth Advisors first reported a position in APD in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.85M in Q3 2024. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Kingswood Wealth Advisors held 16,463 shares of Air Products & Chemicals worth $4.83M as of Q2 2026.
  • Kingswood Wealth Advisors sold 121 Air Products & Chemicals shares in Q2 2026, an estimated $35.2K.
  • Air Products & Chemicals made up 0.19% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • Kingswood Wealth Advisors first reported a position in Air Products & Chemicals in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Air Products & Chemicals position peaked at $4.85M in Q3 2024.
  • 1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.