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Paragon Private Wealth Management’s Air Products & Chemicals APD Stock Holding History

Paragon Private Wealth Management’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 		$390K Sell
1,331
-66
-5% -$19.2K 0.1% 176
2026
Q1 		$406K Buy
1,397
+110
+9% +$30.3K 0.13% 158
2025
Q4 		$318K Sell
1,287
-336
-21% -$85.2K 0.1% 179
2025
Q3 		$443K Buy
1,623
+160
+11% +$46.3K 0.15% 152
2025
Q2 		$413K Sell
1,463
-675
-32% -$185K 0.16% 142
2025
Q1 		$631K Sell
2,138
-468
-18% -$144K 0.29% 97
2024
Q4 		$756K Sell
2,606
-8
-0.3% -$2.51K 0.35% 80
2024
Q3 		$778K Sell
2,614
-916
-26% -$250K 0.39% 74
2024
Q2 		$911K Sell
3,530
-164
-4% -$41.6K 0.51% 58
2024
Q1 		$895K Buy
3,694
+14
+0.4% +$3.43K 0.53% 61
2023
Q4 		$1.01M Buy
3,680
+285
+8% +$78.4K 0.7% 48
2023
Q3 		$962K Buy
3,395
+163
+5% +$47.8K 0.79% 45
2023
Q2 		$968K Buy
3,232
+169
+6% +$48.1K 0.77% 47
2023
Q1 		$880K Buy
3,063
+598
+24% +$175K 0.74% 45
2022
Q4 		$760K Buy
2,465
+452
+22% +$127K 0.69% 46
2022
Q3 		$506K Buy
2,013
+1,094
+119% +$271K 0.49% 67
2022
Q2 		$221K Buy
+919
New +$223K 0.24% 98

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

Paragon Private Wealth Management's APD Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its Air Products & Chemicals (APD) stake by 4.7% in Q2 2026, selling an estimated $19.2K and leaving 1,331 shares worth $390K. The position accounts for 0.1% of the portfolio, ranked #176.

Paragon Private Wealth Management first reported a position in APD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.01M in Q4 2023. 1,773 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Paragon Private Wealth Management held 1,331 shares of Air Products & Chemicals worth $390K as of Q2 2026.
  • Paragon Private Wealth Management sold 66 Air Products & Chemicals shares in Q2 2026, an estimated $19.2K.
  • Air Products & Chemicals made up 0.1% of Paragon Private Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Paragon Private Wealth Management first reported a position in Air Products & Chemicals in Q2 2022 and has held it in 17 quarters since.
  • Paragon Private Wealth Management's Air Products & Chemicals position peaked at $1.01M in Q4 2023.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.