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QTR Family Wealth’s Air Products & Chemicals APD Stock Holding History

QTR Family Wealth’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
-741
Closed -$202K – 279
2025
Q3 		$202K Buy
+741
New +$215K 0.1% 247

Other funds holding APD

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 $427B AUM 29.17% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

QTR Family Wealth's APD Position: Q4 2025 in Review

QTR Family Wealth sold out of Air Products & Chemicals (APD) in Q4 2025, closing a stake of 741 shares — an estimated $202K sold.

QTR Family Wealth first reported a position in APD in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 1,664 funds tracked by Wall St. Rank hold APD as of Q4 2025.

  • QTR Family Wealth reported no remaining Air Products & Chemicals position as of Q4 2025 after selling out during the quarter.
  • QTR Family Wealth sold 741 Air Products & Chemicals shares in Q4 2025, an estimated $202K.
  • QTR Family Wealth first reported a position in Air Products & Chemicals in Q3 2025 and held it in 1 quarter.
  • QTR Family Wealth's Air Products & Chemicals position peaked at $202K in Q3 2025.
  • 1,664 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2025.

Based on QTR Family Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.