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Peak Financial Advisors’s Air Products & Chemicals APD Stock Holding History

Peak Financial 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
2025
Q2 		– Sell
-9,704
Closed -$2.86M – 88
2025
Q1 		$2.86M Buy
+9,704
New +$2.99M 1.46% 25

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Peak Financial Advisors's APD Position: Q2 2025 in Review

Peak Financial Advisors sold out of Air Products & Chemicals (APD) in Q2 2025, closing a stake of 9,704 shares — an estimated $2.86M sold.

Peak Financial Advisors first reported a position in APD in Q1 2025 and held it in 1 quarter. The position peaked at $2.86M in Q1 2025. 1,746 funds tracked by Wall St. Rank hold APD as of Q2 2025.

  • Peak Financial Advisors reported no remaining Air Products & Chemicals position as of Q2 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 9,704 Air Products & Chemicals shares in Q2 2025, an estimated $2.86M.
  • Peak Financial Advisors first reported a position in Air Products & Chemicals in Q1 2025 and held it in 1 quarter.
  • Peak Financial Advisors's Air Products & Chemicals position peaked at $2.86M in Q1 2025.
  • 1,746 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2025.

Based on Peak Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.