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U.S. Wealth Group’s Air Products & Chemicals APD Stock Holding History

U.S. Wealth Group’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 		$2.95M Buy
10,057
+1,613
+19% +$469K 1.77% 25
2026
Q1 		$2.45M Sell
8,444
-103
-1% -$28.4K 1.66% 27
2025
Q4 		$2.11M Sell
8,547
-102
-1% -$25.9K 1.39% 31
2025
Q3 		$2.36M Buy
8,649
+251
+3% +$72.7K 1.54% 31
2025
Q2 		$2.37M Buy
8,398
+265
+3% +$72.5K 1.85% 25
2025
Q1 		$2.4M Sell
8,133
-235
-3% -$72.5K 1.9% 20
2024
Q4 		$2.43M Buy
+8,368
New +$2.63M 1.83% 20

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

U.S. Wealth Group's APD Position: Q2 2026 in Review

U.S. Wealth Group increased its Air Products & Chemicals (APD) stake by 19% in Q2 2026, buying an estimated $469K and bringing the position to 10,057 shares worth $2.95M. The position accounts for 1.77% of the portfolio, ranked #25.

U.S. Wealth Group first reported a position in APD in Q4 2024 and has held it in 7 quarters since. 1,773 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • U.S. Wealth Group held 10,057 shares of Air Products & Chemicals worth $2.95M as of Q2 2026.
  • U.S. Wealth Group bought 1,613 Air Products & Chemicals shares in Q2 2026, an estimated $469K.
  • Air Products & Chemicals made up 1.77% of U.S. Wealth Group's portfolio in Q2 2026, its #25 holding.
  • U.S. Wealth Group first reported a position in Air Products & Chemicals in Q4 2024 and has held it in 7 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.