Moneta Group Investment Advisors’s Air Products & Chemicals APD Stock Holding History

Moneta Group Investment 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 Q1	$418K	Sell	1,438 -71	-5%	-$19.6K	﹤0.01%	549
2025 Q4	$373K	Sell	1,509 -512	-25%	-$130K	﹤0.01%	576
2025 Q3	$551K	Sell	2,021 -271	-12%	-$78.5K	﹤0.01%	467
2025 Q2	$646K	Buy	2,292 +345	+18%	+$94.4K	0.01%	382
2025 Q1	$574K	Sell	1,947 -189	-9%	-$58.3K	0.01%	389
2024 Q4	$620K	Buy	2,136 +256	+14%	+$80.4K	0.01%	363
2024 Q3	$560K	Buy	1,880 +31	+2%	+$8.48K	0.01%	382
2024 Q2	$477K	Sell	1,849 -441	-19%	-$112K	0.01%	401
2024 Q1	$555K	Buy	2,290 +383	+20%	+$93.8K	0.01%	359
2023 Q4	$522K	Buy	1,907 +44	+2%	+$12.1K	0.01%	336
2023 Q3	$528K	Buy	1,863 +194	+12%	+$56.9K	0.01%	307
2023 Q2	$500K	Buy	1,669 +171	+11%	+$48.7K	0.01%	322
2023 Q1	$430K	Sell	1,498 -210	-12%	-$61.3K	0.01%	342
2022 Q4	$547K	Buy	1,708 +234	+16%	+$65.9K	0.02%	281
2022 Q3	$343K	Sell	1,474 -181	-11%	-$44.8K	0.01%	327
2022 Q2	$398K	Sell	1,655 -146	-8%	-$35.5K	0.01%	334
2022 Q1	$450K	Buy	1,801 +59	+3%	+$15.2K	0.02%	303
2021 Q4	$530K	Buy	1,742 +172	+11%	+$50.5K	0.02%	287
2021 Q3	$402K	Buy	1,570 +138	+10%	+$38.2K	0.02%	316
2021 Q2	$412K	Buy	1,432 +67	+5%	+$19.7K	0.02%	311
2021 Q1	$384K	Buy	1,365 +69	+5%	+$18.8K	0.02%	291
2020 Q4	$354K	Buy	1,296 +574	+80%	+$162K	0.03%	231
2020 Q3	$215K	Sell	722 -181	-20%	-$52.1K	0.02%	247
2020 Q2	$218K	Buy	+903	New	+$206K	0.02%	231
2019 Q1	–	Sell	-4,186	Closed	-$670K	–	257
2018 Q4	$670K	Sell	4,186 -121	-3%	-$19.2K	0.08%	120
2018 Q3	$719K	Sell	4,307 -910	-17%	-$148K	0.07%	124
2018 Q2	$812K	Buy	+5,217	New	+$853K	0.09%	131
2018 Q1	–	Sell	-3	Closed	–	–	605
2017 Q4	$0	Buy	+3	New	+$478	﹤0.01%	463

Other funds holding APD

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 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

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

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

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

Moneta Group Investment Advisors's APD Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Air Products & Chemicals (APD) stake by 4.7% in Q1 2026, selling an estimated $19.6K and leaving 1,438 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Moneta Group Investment Advisors first reported a position in APD in Q4 2017 and has held it in 28 quarters since. The position peaked at $812K in Q2 2018. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

Moneta Group Investment Advisors held 1,438 shares of Air Products & Chemicals worth $418K as of Q1 2026.
Moneta Group Investment Advisors sold 71 Air Products & Chemicals shares in Q1 2026, an estimated $19.6K.
Air Products & Chemicals made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #549 holding.
Moneta Group Investment Advisors first reported a position in Air Products & Chemicals in Q4 2017 and has held it in 28 quarters since.
Moneta Group Investment Advisors's Air Products & Chemicals position peaked at $812K in Q2 2018.
1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.