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Measured Wealth Private Client Group’s Air Products & Chemicals APD Stock Holding History

Measured Wealth Private Client Group’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 		$250K Hold
852
– – 0.06% 177
2026
Q1 		$247K Buy
852
+20
+2% +$5.51K 0.07% 161
2025
Q4 		$206K Buy
832
+95
+13% +$24.1K 0.05% 187
2025
Q3 		$201K Hold
737
– – 0.05% 177
2025
Q2 		$208K Hold
737
– – 0.06% 172
2025
Q1 		$217K Sell
737
-26
-3% -$8.02K 0.07% 161
2024
Q4 		$221K Sell
763
-5
-0.7% -$1.57K 0.07% 166
2024
Q3 		$229K Buy
+768
New +$210K 0.08% 161
2024
Q1 		– Sell
-741
Closed -$203K – 186
2023
Q4 		$203K Hold
741
– – 0.07% 172
2023
Q3 		$210K Sell
741
-160
-18% -$46.9K 0.08% 160
2023
Q2 		$270K Buy
901
+14
+2% +$3.99K 0.1% 148
2023
Q1 		$255K Hold
887
– – 0.1% 147
2022
Q4 		$273K Sell
887
-40
-4% -$11.3K 0.11% 129
2022
Q3 		$216K Hold
927
– – 0.1% 135
2022
Q2 		$223K Buy
+927
New +$225K 0.1% 149
2022
Q1 		– Sell
-724
Closed -$220K – 173
2021
Q4 		$220K Buy
+724
New +$213K 0.08% 151
2021
Q3 		– Sell
-733
Closed -$211K – 156
2021
Q2 		$211K Buy
733
+9
+1% +$2.64K 0.07% 164
2021
Q1 		$204K Buy
+724
New +$197K 0.07% 153
2020
Q4 		– Sell
-724
Closed -$216K – 133
2020
Q3 		$216K Buy
+724
New +$208K 0.1% 121
2018
Q4 		– Sell
-40
Closed -$7K – 140
2018
Q3 		$7K Buy
+40
New +$6.51K ﹤0.01% 655

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

Measured Wealth Private Client Group's APD Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Air Products & Chemicals (APD) position steady in Q2 2026 at 852 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #177.

Measured Wealth Private Client Group first reported a position in APD in Q3 2018 and has held it in 20 quarters since. The position peaked at $273K in Q4 2022. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Measured Wealth Private Client Group held 852 shares of Air Products & Chemicals worth $250K as of Q2 2026.
  • Measured Wealth Private Client Group left its Air Products & Chemicals share count unchanged in Q2 2026.
  • Air Products & Chemicals made up 0.06% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #177 holding.
  • Measured Wealth Private Client Group first reported a position in Air Products & Chemicals in Q3 2018 and has held it in 20 quarters since.
  • Measured Wealth Private Client Group's Air Products & Chemicals position peaked at $273K in Q4 2022.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.