Nicolet Advisory Services’s Air Products & Chemicals APD Stock Holding History

Nicolet Advisory Services’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
2025 Q4	$462K	Sell	1,729 -546	-24%	-$138K	0.03%	241
2025 Q3	$616K	Sell	2,275 -12	-0.5%	-$3.47K	0.05%	202
2025 Q2	$644K	Buy	2,287 +696	+44%	+$190K	0.05%	182
2025 Q1	$417K	Sell	1,591 -27	-2%	-$8.33K	0.04%	220
2024 Q4	$474K	Buy	1,618 +13	+0.8%	+$4.08K	0.04%	207
2024 Q3	$458K	Buy	1,605 +101	+7%	+$27.6K	0.04%	215
2024 Q2	$385K	Buy	1,504 +336	+29%	+$85.2K	0.04%	239
2024 Q1	$280K	Sell	1,168 -62	-5%	-$15.2K	0.03%	277
2023 Q4	$332K	Sell	1,230 -43	-3%	-$11.8K	0.04%	229
2023 Q3	$363K	Sell	1,273 -142	-10%	-$41.7K	0.04%	197
2023 Q2	$407K	Buy	1,415 +151	+12%	+$43K	0.04%	182
2023 Q1	$356K	Buy	+1,264	New	+$369K	0.04%	191

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Nicolet Advisory Services's APD Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Air Products & Chemicals (APD) stake by 24% in Q4 2025, selling an estimated $138K and leaving 1,729 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #241.

Nicolet Advisory Services first reported a position in APD in Q1 2023 and has held it in 12 quarters since. The position peaked at $644K in Q2 2025. 1,661 funds tracked by Wall St. Rank hold APD as of Q4 2025.

Nicolet Advisory Services held 1,729 shares of Air Products & Chemicals worth $462K as of Q4 2025.
Nicolet Advisory Services sold 546 Air Products & Chemicals shares in Q4 2025, an estimated $138K.
Air Products & Chemicals made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #241 holding.
Nicolet Advisory Services first reported a position in Air Products & Chemicals in Q1 2023 and has held it in 12 quarters since.
Nicolet Advisory Services's Air Products & Chemicals position peaked at $644K in Q2 2025.
1,661 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.