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Sendero Wealth Management’s Air Products & Chemicals APD Stock Holding History

Sendero Wealth Management’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 		$296K Sell
1,011
-2
-0.2% -$582 0.03% 187
2026
Q1 		$294K Hold
1,013
– – 0.03% 178
2025
Q4 		$250K Buy
1,013
+4
+0.4% +$1.01K 0.03% 186
2025
Q3 		$275K Hold
1,009
– – 0.03% 172
2025
Q2 		$285K Hold
1,009
– – 0.04% 173
2025
Q1 		$298K Buy
+1,009
New +$311K 0.04% 159

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

Sendero Wealth Management's APD Position: Q2 2026 in Review

Sendero Wealth Management reduced its Air Products & Chemicals (APD) stake by 0.2% in Q2 2026, selling an estimated $582 and leaving 1,011 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #187.

Sendero Wealth Management first reported a position in APD in Q1 2025 and has held it in 6 quarters since. The position peaked at $298K in Q1 2025. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Sendero Wealth Management held 1,011 shares of Air Products & Chemicals worth $296K as of Q2 2026.
  • Sendero Wealth Management sold 2 Air Products & Chemicals shares in Q2 2026, an estimated $582.
  • Air Products & Chemicals made up 0.03% of Sendero Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Sendero Wealth Management first reported a position in Air Products & Chemicals in Q1 2025 and has held it in 6 quarters since.
  • Sendero Wealth Management's Air Products & Chemicals position peaked at $298K in Q1 2025.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.