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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sendero Wealth Management's APD Position: Q1 2026 in Review

Sendero Wealth Management held its Air Products & Chemicals (APD) position steady in Q1 2026 at 1,013 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #178.

Sendero Wealth Management first reported a position in APD in Q1 2025 and has held it in 5 quarters since. The position peaked at $298K in Q1 2025. 1,772 funds tracked by Wall St. Rank hold APD as of Q1 2026.

  • Sendero Wealth Management held 1,013 shares of Air Products & Chemicals worth $294K as of Q1 2026.
  • Sendero Wealth Management left its Air Products & Chemicals share count unchanged in Q1 2026.
  • Air Products & Chemicals made up 0.03% of Sendero Wealth Management's portfolio in Q1 2026, its #178 holding.
  • Sendero Wealth Management first reported a position in Air Products & Chemicals in Q1 2025 and has held it in 5 quarters since.
  • Sendero Wealth Management's Air Products & Chemicals position peaked at $298K in Q1 2025.
  • 1,772 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.