SageView Advisory Group’s Air Products & Chemicals APD Stock Holding History

SageView Advisory 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
2025 Q4	$1.28M	Sell	5,184 -396	-7%	-$100K	0.04%	221
2025 Q3	$1.52M	Buy	5,580 +679	+14%	+$197K	0.05%	202
2025 Q2	$1.45M	Buy	4,901 +47	+1%	+$12.9K	0.05%	190
2025 Q1	$1.43M	Sell	4,854 -490	-9%	-$151K	0.06%	177
2024 Q4	$1.55M	Buy	5,344 +590	+12%	+$185K	0.07%	158
2024 Q3	$1.42M	Sell	4,754 -945	-17%	-$258K	0.07%	147
2024 Q2	$1.47M	Buy	5,699 +777	+16%	+$197K	0.07%	168
2024 Q1	$1.19M	Sell	4,922 -2,163	-31%	-$530K	0.06%	175
2023 Q4	$1.84M	Buy	7,085 +6,031	+572%	+$1.66M	0.08%	154
2023 Q3	$299K	Sell	1,054 -78	-7%	-$22.9K	0.02%	424
2023 Q2	$339K	Sell	1,132 -492	-30%	-$140K	0.02%	425
2023 Q1	$466K	Sell	1,624 -56	-3%	-$16.3K	0.03%	321
2022 Q4	$518K	Buy	+1,680	New	+$473K	0.04%	237

Other funds holding APD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

SageView Advisory Group's APD Position: Q4 2025 in Review

SageView Advisory Group reduced its Air Products & Chemicals (APD) stake by 7.1% in Q4 2025, selling an estimated $100K and leaving 5,184 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #221.

SageView Advisory Group first reported a position in APD in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.84M in Q4 2023. 1,662 funds tracked by Wall St. Rank hold APD as of Q4 2025.

SageView Advisory Group held 5,184 shares of Air Products & Chemicals worth $1.28M as of Q4 2025.
SageView Advisory Group sold 396 Air Products & Chemicals shares in Q4 2025, an estimated $100K.
Air Products & Chemicals made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #221 holding.
SageView Advisory Group first reported a position in Air Products & Chemicals in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Air Products & Chemicals position peaked at $1.84M in Q4 2023.
1,662 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.