SAG
APD icon

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
2026
Q2 		$1.53M Buy
5,224
+60
+1% +$17.4K 0.05% 188
2026
Q1 		$1.5M Sell
5,164
-20
-0.4% -$5.51K 0.05% 181
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

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 $3.37T AUM 44.26% 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

SageView Advisory Group's APD Position: Q2 2026 in Review

SageView Advisory Group increased its Air Products & Chemicals (APD) stake by 1.2% in Q2 2026, buying an estimated $17.4K and bringing the position to 5,224 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #188.

SageView Advisory Group first reported a position in APD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.84M in Q4 2023. 1,775 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • SageView Advisory Group held 5,224 shares of Air Products & Chemicals worth $1.53M as of Q2 2026.
  • SageView Advisory Group bought 60 Air Products & Chemicals shares in Q2 2026, an estimated $17.4K.
  • Air Products & Chemicals made up 0.05% of SageView Advisory Group's portfolio in Q2 2026, its #188 holding.
  • SageView Advisory Group first reported a position in Air Products & Chemicals in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Air Products & Chemicals position peaked at $1.84M in Q4 2023.
  • 1,775 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.