MWM
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Modera Wealth Management’s Air Products & Chemicals APD Stock Holding History

Modera Wealth Management’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 		$3.28M Buy
11,204
+510
+5% +$148K 0.04% 228
2026
Q1 		$3.11M Buy
10,694
+1,388
+15% +$383K 0.04% 220
2025
Q4 		$2.3M Buy
9,306
+3,646
+64% +$924K 0.03% 252
2025
Q3 		$1.54M Sell
5,660
-548
-9% -$159K 0.02% 285
2025
Q2 		$1.75M Sell
6,208
-521
-8% -$143K 0.02% 273
2025
Q1 		$1.98M Sell
6,729
-7,818
-54% -$2.41M 0.03% 245
2024
Q4 		$4.22M Sell
14,547
-2,181
-13% -$685K 0.05% 194
2024
Q3 		$4.98M Buy
16,728
+1,064
+7% +$291K 0.06% 167
2024
Q2 		$4.04M Buy
15,664
+238
+2% +$60.4K 0.06% 172
2024
Q1 		$3.74M Sell
15,426
-249
-2% -$61K 0.06% 185
2023
Q4 		$4.29M Sell
15,675
-659
-4% -$181K 0.07% 165
2023
Q3 		$4.63M Sell
16,334
-10
-0.1% -$2.93K 0.09% 153
2023
Q2 		$4.9M Buy
16,344
+15,421
+1,671% +$4.39M 0.09% 150
2023
Q1 		$265K Sell
923
-199
-18% -$58.1K 0.01% 302
2022
Q4 		$346K Hold
1,122
– – 0.01% 261
2022
Q3 		$261K Buy
1,122
+19
+2% +$4.7K 0.01% 266
2022
Q2 		$265K Sell
1,103
-10
-0.9% -$2.43K 0.01% 275
2022
Q1 		$278K Sell
1,113
-115
-9% -$29.6K 0.01% 294
2021
Q4 		$374K Buy
1,228
+29
+2% +$8.51K 0.01% 341
2021
Q3 		$307K Buy
1,199
+256
+27% +$70.8K 0.02% 205
2021
Q2 		$271K Hold
943
– – 0.01% 192
2021
Q1 		$265K Sell
943
-52
-5% -$14.1K 0.02% 185
2020
Q4 		$272K Buy
+995
New +$280K 0.02% 192

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 $3.38T AUM 44.17% 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

Modera Wealth Management's APD Position: Q2 2026 in Review

Modera Wealth Management increased its Air Products & Chemicals (APD) stake by 4.8% in Q2 2026, buying an estimated $148K and bringing the position to 11,204 shares worth $3.28M. The position accounts for 0.04% of the portfolio, ranked #228.

Modera Wealth Management first reported a position in APD in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.98M in Q3 2024. 1,778 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Modera Wealth Management held 11,204 shares of Air Products & Chemicals worth $3.28M as of Q2 2026.
  • Modera Wealth Management bought 510 Air Products & Chemicals shares in Q2 2026, an estimated $148K.
  • Air Products & Chemicals made up 0.04% of Modera Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Modera Wealth Management first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 23 quarters since.
  • Modera Wealth Management's Air Products & Chemicals position peaked at $4.98M in Q3 2024.
  • 1,778 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.