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Orion Portfolio Solutions’s Air Products & Chemicals APD Stock Holding History

Orion Portfolio Solutions’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
Q1 		$9.64M Sell
32,681
-497,324
-94% -$153M 0.09% 209
2024
Q4 		$116M Buy
530,005
+499,110
+1,616% +$157M 1.16% 10
2024
Q3 		$9.2M Sell
30,895
-652
-2% -$178K 0.09% 217
2024
Q2 		$8.14M Sell
31,547
-2,614
-8% -$663K 0.09% 228
2024
Q1 		$8.28M Buy
34,161
+3,614
+12% +$886K 0.09% 231
2023
Q4 		$8.33M Sell
30,547
-1,615
-5% -$444K 0.1% 203
2023
Q3 		$9.11M Sell
32,162
-123
-0.4% -$36.1K 0.11% 182
2023
Q2 		$9.67M Buy
32,285
+1,107
+4% +$315K 0.1% 192
2023
Q1 		$8.95M Buy
31,178
+29,498
+1,756% +$8.61M 0.11% 173
2022
Q4 		$518K Buy
1,680
+410
+32% +$116K 0.02% 488
2022
Q3 		$295K Buy
1,270
+235
+23% +$58.2K 0.01% 577
2022
Q2 		$249K Buy
+1,035
New +$252K 0.01% 605
2022
Q1 		– Sell
-787
Closed -$239K – 693
2021
Q4 		$239K Sell
787
-601
-43% -$176K 0.01% 637
2021
Q3 		$355K Buy
1,388
+636
+85% +$176K 0.01% 488
2021
Q2 		$216K Sell
752
-76
-9% -$22.3K 0.01% 572
2021
Q1 		$233K Buy
828
+23
+3% +$6.25K 0.01% 492
2020
Q4 		$220K Sell
805
-243
-23% -$68.4K 0.01% 462
2020
Q3 		$312K Buy
1,048
+53
+5% +$15.2K 0.02% 340
2020
Q2 		$240K Buy
995
+261
+36% +$59.6K 0.01% 359
2020
Q1 		$147K Sell
734
-1,082
-60% -$247K 0.01% 376
2019
Q4 		$427K Buy
+1,816
New +$410K 0.03% 225

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's APD Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Air Products & Chemicals (APD) stake by 94% in Q1 2025, selling an estimated $153M and leaving 32,681 shares worth $9.64M. The position accounts for 0.09% of the portfolio, ranked #209.

Orion Portfolio Solutions first reported a position in APD in Q4 2019 and has held it in 21 quarters since. The position peaked at $116M in Q4 2024. 1,789 funds tracked by Wall St. Rank hold APD as of Q1 2025.

  • Orion Portfolio Solutions held 32,681 shares of Air Products & Chemicals worth $9.64M as of Q1 2025.
  • Orion Portfolio Solutions sold 497,324 Air Products & Chemicals shares in Q1 2025, an estimated $153M.
  • Air Products & Chemicals made up 0.09% of Orion Portfolio Solutions's portfolio in Q1 2025, its #209 holding.
  • Orion Portfolio Solutions first reported a position in Air Products & Chemicals in Q4 2019 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's Air Products & Chemicals position peaked at $116M in Q4 2024.
  • 1,789 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.