UAG
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United Advisor Group’s Air Products & Chemicals APD Stock Holding History

United Advisor 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 		$418K Sell
1,426
-31
-2% -$9.02K 0.04% 354
2026
Q1 		$423K Buy
1,457
+66
+5% +$18.2K 0.05% 324
2025
Q4 		$344K Buy
1,391
+429
+45% +$109K 0.04% 350
2025
Q3 		$262K Buy
+962
New +$278K 0.04% 394

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

United Advisor Group's APD Position: Q2 2026 in Review

United Advisor Group reduced its Air Products & Chemicals (APD) stake by 2.1% in Q2 2026, selling an estimated $9.02K and leaving 1,426 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #354.

United Advisor Group first reported a position in APD in Q3 2025 and has held it in 4 quarters since. The position peaked at $423K in Q1 2026. 1,773 funds tracked by Wall St. Rank hold APD as of Q2 2026.

  • United Advisor Group held 1,426 shares of Air Products & Chemicals worth $418K as of Q2 2026.
  • United Advisor Group sold 31 Air Products & Chemicals shares in Q2 2026, an estimated $9.02K.
  • Air Products & Chemicals made up 0.04% of United Advisor Group's portfolio in Q2 2026, its #354 holding.
  • United Advisor Group first reported a position in Air Products & Chemicals in Q3 2025 and has held it in 4 quarters since.
  • United Advisor Group's Air Products & Chemicals position peaked at $423K in Q1 2026.
  • 1,773 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.