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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
Q2 		$415K Sell
1,415
-23
-2% -$6.69K ﹤0.01% 600
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
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

Moneta Group Investment Advisors's APD Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Air Products & Chemicals (APD) stake by 1.6% in Q2 2026, selling an estimated $6.69K and leaving 1,415 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Moneta Group Investment Advisors first reported a position in APD in Q4 2017 and has held it in 29 quarters since. The position peaked at $812K in Q2 2018. 1,773 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Moneta Group Investment Advisors held 1,415 shares of Air Products & Chemicals worth $415K as of Q2 2026.
  • Moneta Group Investment Advisors sold 23 Air Products & Chemicals shares in Q2 2026, an estimated $6.69K.
  • Air Products & Chemicals made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #600 holding.
  • Moneta Group Investment Advisors first reported a position in Air Products & Chemicals in Q4 2017 and has held it in 29 quarters since.
  • Moneta Group Investment Advisors's Air Products & Chemicals position peaked at $812K in Q2 2018.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.