Realta Investment Advisors’s Air Products & Chemicals APD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.07M Sell
3,638
-275
-7% -$80K 0.33% 79
2026
Q1
$1.14M Buy
+3,913
New +$1.08M 0.39% 66
2024
Q1
Sell
-797
Closed -$218K 802
2023
Q4
$218K Sell
797
-31
-4% -$8.52K 0.05% 386
2023
Q3
$248K Hold
828
0.06% 330
2023
Q2
$248K Sell
828
-42
-5% -$12K 0.05% 348
2023
Q1
$250K Sell
870
-50
-5% -$14.6K 0.06% 326
2022
Q4
$283K Sell
920
-69
-7% -$19.4K 0.07% 305
2022
Q3
$230K Buy
989
+141
+17% +$34.9K 0.06% 333
2022
Q2
$206K Buy
848
+32
+4% +$7.78K 0.05% 353
2022
Q1
$204K Sell
816
-26
-3% -$6.68K 0.04% 393
2021
Q4
$256K Hold
842
0.06% 348
2021
Q3
$216K Buy
+842
New +$233K 0.05% 369
2020
Q1
Sell
-335
Closed -$80K 353
2019
Q4
$80K Sell
335
-183
-35% -$41.3K 0.02% 554
2019
Q3
$116K Buy
+518
New +$117K 0.03% 460
2019
Q2
Sell
-335
Closed -$64K 1703
2019
Q1
$64K Buy
+335
New +$57.7K 0.03% 491

Other funds holding APD

Realta Investment Advisors's APD Position: Q2 2026 in Review

Realta Investment Advisors reduced its Air Products & Chemicals (APD) stake by 7% in Q2 2026, selling an estimated $80K and leaving 3,638 shares worth $1.07M. The position accounts for 0.33% of the portfolio, ranked #79.

Realta Investment Advisors first reported a position in APD in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.14M in Q1 2026. 547 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Realta Investment Advisors held 3,638 shares of Air Products & Chemicals worth $1.07M as of Q2 2026.
  • Realta Investment Advisors sold 275 Air Products & Chemicals shares in Q2 2026, an estimated $80K.
  • Air Products & Chemicals made up 0.33% of Realta Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Realta Investment Advisors first reported a position in Air Products & Chemicals in Q1 2019 and has held it in 15 quarters since.
  • Realta Investment Advisors's Air Products & Chemicals position peaked at $1.14M in Q1 2026.
  • 547 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.