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Oak Harbor Wealth Partners’s Air Products & Chemicals APD Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-1,011
Closed -$294K – 231
2026
Q1 		$294K Sell
1,011
-335
-25% -$92.4K 0.07% 170
2025
Q4 		$332K Sell
1,346
-235
-15% -$59.6K 0.08% 165
2025
Q3 		$431K Sell
1,581
-1,159
-42% -$336K 0.11% 146
2025
Q2 		$773K Sell
2,740
-1,454
-35% -$398K 0.21% 101
2025
Q1 		$1.24M Sell
4,194
-2,334
-36% -$720K 0.35% 70
2024
Q4 		$1.89M Sell
6,528
-158
-2% -$49.6K 0.55% 48
2024
Q3 		$1.99M Buy
6,686
+212
+3% +$58K 0.57% 48
2024
Q2 		$1.67M Buy
6,474
+84
+1% +$21.3K 0.53% 49
2024
Q1 		$1.55M Buy
6,390
+646
+11% +$158K 0.48% 54
2023
Q4 		$1.57M Sell
5,744
-243
-4% -$66.8K 0.53% 50
2023
Q3 		$1.7M Buy
5,987
+307
+5% +$90K 0.6% 49
2023
Q2 		$1.7M Sell
5,680
-148
-3% -$42.1K 0.58% 46
2023
Q1 		$1.67M Buy
5,828
+48
+0.8% +$14K 0.61% 47
2022
Q4 		$1.78M Buy
5,780
+95
+2% +$26.8K 0.68% 43
2022
Q3 		$1.32M Buy
5,685
+370
+7% +$91.6K 0.52% 49
2022
Q2 		$1.28M Buy
5,315
+155
+3% +$37.7K 0.51% 53
2022
Q1 		$1.29M Buy
5,160
+664
+15% +$171K 0.42% 61
2021
Q4 		$1.37M Buy
+4,496
New +$1.32M 0.47% 56

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Capital Research Global Investors
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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

Oak Harbor Wealth Partners's APD Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of Air Products & Chemicals (APD) in Q2 2026, closing a stake of 1,011 shares — an estimated $294K sold.

Oak Harbor Wealth Partners first reported a position in APD in Q4 2021 and held it in 18 quarters. The position peaked at $1.99M in Q3 2024. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining Air Products & Chemicals position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 1,011 Air Products & Chemicals shares in Q2 2026, an estimated $294K.
  • Oak Harbor Wealth Partners first reported a position in Air Products & Chemicals in Q4 2021 and held it in 18 quarters.
  • Oak Harbor Wealth Partners's Air Products & Chemicals position peaked at $1.99M in Q3 2024.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.