PCM
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Politan Capital Management’s Air Products & Chemicals APD Stock Holding History

Politan Capital 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
2025
Q4 		– Sell
-5,202
Closed -$1.42M – 5
2025
Q3 		$1.42M Buy
5,202
+585
+13% +$169K 0.13% 8
2025
Q2 		$1.3M Buy
+4,617
New +$1.26M 0.09% 8

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Politan Capital Management's APD Position: Q4 2025 in Review

Politan Capital Management sold out of Air Products & Chemicals (APD) in Q4 2025, closing a stake of 5,202 shares — an estimated $1.42M sold.

Politan Capital Management first reported a position in APD in Q2 2025 and held it in 2 quarters. The position peaked at $1.42M in Q3 2025. 1,668 funds tracked by Wall St. Rank hold APD as of Q4 2025.

  • Politan Capital Management reported no remaining Air Products & Chemicals position as of Q4 2025 after selling out during the quarter.
  • Politan Capital Management sold 5,202 Air Products & Chemicals shares in Q4 2025, an estimated $1.42M.
  • Politan Capital Management first reported a position in Air Products & Chemicals in Q2 2025 and held it in 2 quarters.
  • Politan Capital Management's Air Products & Chemicals position peaked at $1.42M in Q3 2025.
  • 1,668 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2025.

Based on Politan Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.