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Sunrise Financial Services’s Air Products & Chemicals APD Stock Holding History

Sunrise Financial Services’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 		$2.35K Hold
8
– – ﹤0.01% 368
2026
Q1 		$2.32K Hold
8
– – ﹤0.01% 373
2025
Q4 		$1.98K Buy
+8
New +$2.03K ﹤0.01% 363

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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

Sunrise Financial Services's APD Position: Q2 2026 in Review

Sunrise Financial Services held its Air Products & Chemicals (APD) position steady in Q2 2026 at 8 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Sunrise Financial Services first reported a position in APD in Q4 2025 and has held it in 3 quarters since. 1,768 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Sunrise Financial Services held 8 shares of Air Products & Chemicals worth $2.35K as of Q2 2026.
  • Sunrise Financial Services left its Air Products & Chemicals share count unchanged in Q2 2026.
  • Air Products & Chemicals made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #368 holding.
  • Sunrise Financial Services first reported a position in Air Products & Chemicals in Q4 2025 and has held it in 3 quarters since.
  • 1,768 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.