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Sage Private Wealth Group’s Air Products & Chemicals APD Stock Holding History

Sage Private Wealth Group’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 		$620K Buy
2,114
+98
+5% +$28.5K 0.28% 46
2026
Q1 		$586K Buy
2,016
+380
+23% +$105K 0.29% 42
2025
Q4 		$404K Buy
1,636
+65
+4% +$16.5K 0.22% 61
2025
Q3 		$429K Buy
1,571
+154
+11% +$44.6K 0.24% 62
2025
Q2 		$400K Buy
1,417
+138
+11% +$37.8K 0.26% 54
2025
Q1 		$377K Sell
1,279
-60
-4% -$18.5K 0.29% 57
2024
Q4 		$389K Sell
1,339
-69
-5% -$21.7K 0.29% 48
2024
Q3 		$419K Sell
1,408
-468
-25% -$128K 0.33% 44
2024
Q2 		$484K Buy
1,876
+479
+34% +$121K 0.41% 34
2024
Q1 		$339K Buy
1,397
+491
+54% +$120K 0.27% 55
2023
Q4 		$248K Sell
906
-116
-11% -$31.9K 0.22% 53
2023
Q3 		$290K Buy
1,022
+16
+2% +$4.69K 0.4% 36
2023
Q2 		$301K Buy
1,006
+1
+0.1% +$285 0.41% 33
2023
Q1 		$289K Buy
1,005
+94
+10% +$27.4K 0.33% 36
2022
Q4 		$281K Sell
911
-24
-3% -$6.76K 0.33% 37
2022
Q3 		$218K Sell
935
-180
-16% -$44.6K 0.29% 45
2022
Q2 		$268K Buy
1,115
+188
+20% +$45.7K 0.39% 37
2022
Q1 		$232K Buy
927
+75
+9% +$19.3K 0.23% 42
2021
Q4 		$259K Buy
852
+27
+3% +$7.93K 0.32% 37
2021
Q3 		$211K Buy
825
+7
+0.9% +$1.94K 0.29% 40
2021
Q2 		$235K Buy
818
+15
+2% +$4.4K 0.32% 35
2021
Q1 		$226K Sell
803
-34
-4% -$9.24K 0.39% 33
2020
Q4 		$229K Buy
+837
New +$236K 0.64% 30

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 $3.38T AUM 44.17% 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

Sage Private Wealth Group's APD Position: Q2 2026 in Review

Sage Private Wealth Group increased its Air Products & Chemicals (APD) stake by 4.9% in Q2 2026, buying an estimated $28.5K and bringing the position to 2,114 shares worth $620K. The position accounts for 0.28% of the portfolio, ranked #46.

Sage Private Wealth Group first reported a position in APD in Q4 2020 and has held it in 23 quarters since. 1,778 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Sage Private Wealth Group held 2,114 shares of Air Products & Chemicals worth $620K as of Q2 2026.
  • Sage Private Wealth Group bought 98 Air Products & Chemicals shares in Q2 2026, an estimated $28.5K.
  • Air Products & Chemicals made up 0.28% of Sage Private Wealth Group's portfolio in Q2 2026, its #46 holding.
  • Sage Private Wealth Group first reported a position in Air Products & Chemicals in Q4 2020 and has held it in 23 quarters since.
  • 1,778 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.