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PlanVest Financial’s Air Products & Chemicals APD Stock Holding History

PlanVest Financial’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 		$17.6K Hold
60
– – 0.01% 355
2026
Q1 		$17.4K Buy
+60
New +$16.5K 0.01% 332

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

PlanVest Financial's APD Position: Q2 2026 in Review

PlanVest Financial held its Air Products & Chemicals (APD) position steady in Q2 2026 at 60 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #355.

PlanVest Financial first reported a position in APD in Q1 2026 and has held it in 2 quarters since. 1,739 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • PlanVest Financial held 60 shares of Air Products & Chemicals worth $17.6K as of Q2 2026.
  • PlanVest Financial left its Air Products & Chemicals share count unchanged in Q2 2026.
  • Air Products & Chemicals made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #355 holding.
  • PlanVest Financial first reported a position in Air Products & Chemicals in Q1 2026 and has held it in 2 quarters since.
  • 1,739 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.