Opal Wealth Advisors’s Air Products & Chemicals APD Stock Holding History

Opal Wealth 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	–	Sell	-368	Closed	-$107K	–	248
2026 Q1	$107K	Buy	+368	New	+$101K	0.02%	275
2025 Q3	–	Sell	-503	Closed	-$142K	–	217
2025 Q2	$142K	Sell	503 -27	-5%	-$7.39K	0.04%	229
2025 Q1	$156K	Buy	+530	New	+$163K	0.05%	208
2024 Q3	–	Sell	-636	Closed	-$164K	–	247
2024 Q2	$164K	Buy	+636	New	+$161K	0.05%	208

Other funds holding APD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Opal Wealth Advisors's APD Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Air Products & Chemicals (APD) in Q2 2026, closing a stake of 368 shares — an estimated $107K sold.

Opal Wealth Advisors first reported a position in APD in Q2 2024 and held it in 4 quarters. The position peaked at $164K in Q2 2024. 1,765 funds tracked by Wall St. Rank hold APD as of Q2 2026.

Opal Wealth Advisors reported no remaining Air Products & Chemicals position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 368 Air Products & Chemicals shares in Q2 2026, an estimated $107K.
Opal Wealth Advisors first reported a position in Air Products & Chemicals in Q2 2024 and held it in 4 quarters.
Opal Wealth Advisors's Air Products & Chemicals position peaked at $164K in Q2 2024.
1,765 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.