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Simplicity Wealth’s Air Products & Chemicals APD Stock Holding History

Simplicity Wealth’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 		$349K Sell
1,192
-2,447
-67% -$712K 0.01% 775
2026
Q1 		$1.06M Sell
3,639
-229
-6% -$63.1K 0.06% 288
2025
Q4 		$956K Buy
3,868
+93
+2% +$23.6K 0.06% 288
2025
Q3 		$1.03M Sell
3,775
-4,649
-55% -$1.35M 0.06% 285
2025
Q2 		$2.38M Buy
8,424
+4,733
+128% +$1.3M 0.1% 193
2025
Q1 		$1.09M Buy
+3,691
New +$1.14M 0.08% 243
2024
Q4 		– Sell
-3,692
Closed -$1.1M – 330
2024
Q3 		$1.1M Sell
3,692
-4,399
-54% -$1.2M 0.1% 181
2024
Q2 		$2.09M Sell
8,091
-1,050
-11% -$266K 0.05% 352
2024
Q1 		$2.21M Buy
9,141
+7,183
+367% +$1.76M 0.05% 332
2023
Q4 		$536K Buy
+1,958
New +$538K 0.21% 89

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

Simplicity Wealth's APD Position: Q2 2026 in Review

Simplicity Wealth reduced its Air Products & Chemicals (APD) stake by 67% in Q2 2026, selling an estimated $712K and leaving 1,192 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #775.

Simplicity Wealth first reported a position in APD in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.38M in Q2 2025. 1,770 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Simplicity Wealth held 1,192 shares of Air Products & Chemicals worth $349K as of Q2 2026.
  • Simplicity Wealth sold 2,447 Air Products & Chemicals shares in Q2 2026, an estimated $712K.
  • Air Products & Chemicals made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #775 holding.
  • Simplicity Wealth first reported a position in Air Products & Chemicals in Q4 2023 and has held it in 10 quarters since.
  • Simplicity Wealth's Air Products & Chemicals position peaked at $2.38M in Q2 2025.
  • 1,770 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

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