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Trifecta Capital Advisors’s Air Products & Chemicals APD Stock Holding History

Trifecta Capital Advisors’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 		$187K Buy
637
+1
+0.2% +$291 0.02% 117
2026
Q1 		$185K Buy
636
+55
+9% +$15.2K 0.03% 105
2025
Q4 		$144K Sell
581
-8
-1% -$2.03K 0.02% 120
2025
Q3 		$161K Hold
589
– – 0.02% 123
2025
Q2 		$166K Buy
589
+447
+315% +$122K 0.03% 114
2025
Q1 		$41.9K Buy
142
+18
+15% +$5.55K 0.01% 151
2024
Q4 		$36K Hold
124
– – 0.01% 160
2024
Q3 		$36.9K Sell
124
-20
-14% -$5.47K 0.01% 160
2024
Q2 		$37.2K Buy
144
+136
+1,700% +$34.5K 0.01% 161
2024
Q1 		$1.94K Sell
8
-100
-93% -$24.5K ﹤0.01% 314
2023
Q4 		$29.6K Hold
108
– – 0.01% 160
2023
Q3 		$30.6K Hold
108
– – 0.01% 160
2023
Q2 		$32.4K Hold
108
– – 0.01% 166
2023
Q1 		$31K Buy
108
+100
+1,250% +$29.2K 0.01% 169
2022
Q4 		$2.47K Buy
+8
New +$2.25K ﹤0.01% 278

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

Trifecta Capital Advisors's APD Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Air Products & Chemicals (APD) stake by 0.16% in Q2 2026, buying an estimated $291 and bringing the position to 637 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #117.

Trifecta Capital Advisors first reported a position in APD in Q4 2022 and has held it in 15 quarters since. 1,767 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • Trifecta Capital Advisors held 637 shares of Air Products & Chemicals worth $187K as of Q2 2026.
  • Trifecta Capital Advisors bought 1 Air Products & Chemicals share in Q2 2026, an estimated $291.
  • Air Products & Chemicals made up 0.02% of Trifecta Capital Advisors's portfolio in Q2 2026, its #117 holding.
  • Trifecta Capital Advisors first reported a position in Air Products & Chemicals in Q4 2022 and has held it in 15 quarters since.
  • 1,767 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.