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Summit Wealth Group (Colorado)’s Air Products & Chemicals APD Stock Holding History

Summit Wealth Group (Colorado)’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 		– Sell
-3,301
Closed -$679K – 292
2025
Q3 		$679K Buy
+3,301
New +$956K 0.07% 223

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State Street
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JP Morgan Chase
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
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Summit Wealth Group (Colorado)'s APD Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Air Products & Chemicals (APD) in Q4 2025, closing a stake of 3,301 shares — an estimated $679K sold.

Summit Wealth Group (Colorado) first reported a position in APD in Q3 2025 and held it in 1 quarter. The position peaked at $679K in Q3 2025. 1,669 funds tracked by Wall St. Rank hold APD as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Air Products & Chemicals position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,301 Air Products & Chemicals shares in Q4 2025, an estimated $679K.
  • Summit Wealth Group (Colorado) first reported a position in Air Products & Chemicals in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Air Products & Chemicals position peaked at $679K in Q3 2025.
  • 1,669 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.